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Job Details

Trusts and Estate Planning Attorney

Company name
BCG Attorney Search

-10 yrs required

Coral Gables, FL, United States


Posted on
Jan 25, 2024


Coral Gables office of a BCG Attorney Search Top Ranked Law Firm seeks trusts and estate planning attorney with experience. The candidate will be analyzing a client’s situation and strategizing possible solutions. Will be drafting and revising complex planning documents. Communicating directly with clients and other counsel/advisors. Drafting and advising clients regarding advanced corporate formations and structures. Managing administration matters from beginning to end. Must have prior experience in sophisticated trusts and estate planning, including: Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, charitable lead annuity trusts, intentionally defective irrevocable trusts and tax-free reorganizations; Prepare and file Federal Form 706 for Estate and Generation Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation, prepare and file extensions where necessary; prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, gifting trusts, generation skipping trusts, etc. and ensure proper tax treatment with respect to cost basis, lifetime gifting exemptions, and split-gifts; 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; Administer individual and family trusts with respect to investment and banking activity, real estate investments including rental properties, corporate and partnership interests and ensure federal and state tax compliance. Produce trust/fiduciary accountings for Attorney-Trustees including management of incoming bank statements, identifying and recording income and disbursements in accounting software, and delivering accountings to trust beneficiaries. Must have enough experience in Estate Planning, Asset Protection, and Trust Administration. Must be proficient in/ability to learn new drafting software like WealthDocs; Client Management Software like Clio, etc. Must be a member of The Florida Bar. Bilingual in Spanish Preferred.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306

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