Experienced Estate Planning Attorney

Company: Legacy Protection Lawyers, LLP
Location: Saint Petersburg
Posted on: April 19, 2024

Job Description:

Position Title: Experienced Estate Planning AttorneyCompany: Legacy Protection Lawyers, LLPWorkplace Type: on-siteContact Email: Katie@LegacyProtectionLawyers.comIndustry:LegalStart Date:2024-02-26Expire Date:2024-04-26City:St. PetersburgState:FloridaCountry:United StatesDescription: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.

• 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 & 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.Requirements:associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorneyassociate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorney associate attorneyPI6fd2ff08f371-31181-34108548

Keywords: Legacy Protection Lawyers, LLP, Egypt Lake-Leto , Experienced Estate Planning Attorney, Legal , Saint Petersburg, Florida