Estates Administration and Planning Attorney - Saint Petersburg, FL, United States - Legacy Protection Lawyers, LLP

Description

Position Title:
Experienced Estate Planning Attorney
Legal
We are an estate planning and asset protection law firm. S.

estate planning and administration with a focus on tax and wealth transfer for high net worth U.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.

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.

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.

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.

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.