Estate Planning Attorney

Desired Skills and Qualifications

• Active membership with The Florida Bar is required (LLM not necessary).
• Proven experience in Estate Planning, Asset Protection, and Trust Administration, demonstrating strong proficiency, independence, and confidence in handling complex matters.
• Strong ability to learn continuously and adapt quickly to new legal concepts in an evolving field.
• Proficiency with legal drafting software (e.g., WealthDocs) and client management platforms such as Clio.
• Fluency in both English and Spanish is required.
• This is an on-site role based in Coral Gables, Miami-Dade County, Florida. Remote work is not available due to frequent client interactions.

Responsibilities

• Analyze complex trust and estate planning matters to deliver effective client solutions.
• Collaborate with the Probate Department on tax-related and advanced estate planning issues.
• Apply knowledge of domestic estate tax and asset protection strategies.
• Draft and review sophisticated estate and gift tax planning structures, including ILITs, SLATs, QPRTs, IDGTs, preferred partnership freezes, Family Limited Partnerships, and tax-free reorganizations.
• Coordinate the preparation and filing of federal tax forms, including Form 706 (Estate and Generation-Skipping Taxes) and Form 709 (Gift Taxes), ensuring compliance and accuracy.
• Provide clients with comprehensive advice regarding estate and trust documents, trustee duties, beneficiary rights, and tax implications of distributions.
• Administer trusts for individuals and families, including oversight of investments, banking, real estate holdings, corporate/partnership interests, and tax compliance.
• Prepare fiduciary accountings for Attorney-Trustees, including financial statements and beneficiary reporting.
• Review and approve foundational estate plans before final delivery to clients.
• Collaborate with CPAs, financial advisors, and insurance providers to obtain necessary documentation for accurate filings.
• Counsel trustees on ongoing trust administration, powers and duties, distribution matters, and compliance.
• Lead and manage a team within the Foundational Estate Planning Department, overseeing workflow and ensuring high-quality client service delivery.

Salary: $120,000 – $180,000 annually, based on experience plus origination incentives and a comprehensive benefits package.

Job Type: Full-time

Pay: $120,000.00 - $180,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience:

• IGH NET WORTH ESTATE PLANNING & ASSET PROTECTION MATTERS: 2 years (Required)

Work Location: In person