Experienced Estate Planning Attorney
Position Title:
Experienced Estate Planning AttorneyCompany:
Legacy Protection Lawyers, LLPWorkplace Type:
on-siteContact Email:
email protected Industry:
LegalStart Date:
2024-02-26Expire Date:
2024-04-26City:
StPetersburgState:
FloridaCountry:
United StatesDescription:
About the JobWe are an estate planning and asset protection law firmOur goal is to advise our clients on preserving and protecting their wealth so they can prosperCandidate needs experience in U.
Sestate planning and administration with a focus on tax and wealth transfer for high net worth U.
SindividualsExperience representing fiduciaries and beneficiaries in trust and estate administration is requiredKnowledge of asset protection planning, formation of closely-held business entities, and business exit planning is desired.
ResponsibilitiesDraft (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.
Preparation of Marital Agreements.
Compensation & BenefitsBase Salary (based on experience) plus quarterly bonus based on fees collectedAdditional 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 ExperienceLicensed member of Florida Bar3-5 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 OfficeThis is not a remote position as Candidate immediately will have interactions with clients in our downtown StPetersburg waterfront office for initial consultation and Signing Ceremonies.
Interested Qualified Candidates should contact Katie Holtgrewe.
Requirements:
associate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyPI2f91ba1373f6-35216-34108548 Recommended Skills Administration Business Planning Finance Microsoft Office Consulting Estate Planning Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
Experienced Estate Planning AttorneyCompany:
Legacy Protection Lawyers, LLPWorkplace Type:
on-siteContact Email:
email protected Industry:
LegalStart Date:
2024-02-26Expire Date:
2024-04-26City:
StPetersburgState:
FloridaCountry:
United StatesDescription:
About the JobWe are an estate planning and asset protection law firmOur goal is to advise our clients on preserving and protecting their wealth so they can prosperCandidate needs experience in U.
Sestate planning and administration with a focus on tax and wealth transfer for high net worth U.
SindividualsExperience representing fiduciaries and beneficiaries in trust and estate administration is requiredKnowledge of asset protection planning, formation of closely-held business entities, and business exit planning is desired.
ResponsibilitiesDraft (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.
Preparation of Marital Agreements.
Compensation & BenefitsBase Salary (based on experience) plus quarterly bonus based on fees collectedAdditional 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 ExperienceLicensed member of Florida Bar3-5 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 OfficeThis is not a remote position as Candidate immediately will have interactions with clients in our downtown StPetersburg waterfront office for initial consultation and Signing Ceremonies.
Interested Qualified Candidates should contact Katie Holtgrewe.
Requirements:
associate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyassociate attorneyPI2f91ba1373f6-35216-34108548 Recommended Skills Administration Business Planning Finance Microsoft Office Consulting Estate Planning Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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