- Prepare and file Federal Forms 706 and 709 for Federal Estate, Generation-Skipping, and Gift Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation, prepare and file extensions where necessary.
- Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions.
- Advise and administer Florida probate estate and trust administrations.
- Preparation of Marital Agreements.
Experienced Estate Planning Attorney - Saint Petersburg, FL, United States - Legacy Protection Lawyers, LLP
2 weeks ago
Description
Job Description
Position Title: Experienced Estate Planning Attorney
Company: Legacy Protection Lawyers, LLP Workplace Type: on-site Contact Email: Industry: Legal Start Date: Expire Date: City: St. Petersburg State: Florida Country: United States Description:About the Job
We are an estate planning and asset protection law firm. Our goal is to advise our clients on preserving and protecting their wealth so they can prosper. Candidate needs experience in U.S. estate planning and administration with a focus on tax and wealth transfer for high net worth U.S. individuals. Experience representing fiduciaries and beneficiaries in trust and estate administration is required. Knowledge of asset protection planning, formation of closely-held business entities, and business exit planning is desired.
Responsibilities
Draft (and advise as to funding) foundational estate planning documents, including revocable trusts, last wills, and advance directives.
Advise on and draft comprehensive estate and gift tax planning structures (as well as corporate transactions), including SLATs, GRATs, ILITs, IDGTs, CLATs, Family LLC's or LP's, and Preferred Partnership Freezes.
Compensation & Benefits
Base Salary (based on experience) plus quarterly bonus based on fees collected. Additional percentage bonus based on new client matters generated.
Full benefits including insurance (health, dental, vision, short & long term disability), retirement (401k with 3% employer contribution), 15 PTO Days, 10 Paid Holidays, company reimbursement of professional & civic organization dues/fees, and firm paid parking.
Desired Skills and Experience
Licensed member of Florida Bar
3-5 years of experience in Estate Planning, Asset Protection, and Business Planning
LLM in Tax or Estate Planning preferred but not required
Knowledge of document assembly software (Lawgic and WealthDocx), Client Management Software (Clio), Microsoft Office
This is not a remote position as Candidate immediately will have interactions with clients in our downtown St. Petersburg waterfront office for initial consultation and Signing Ceremonies.
Interested Qualified Candidates should contact Katie Holtgrewe.
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