Estate Planning Attorney

Lewis & Associates; West Palm Beach (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Lewis & Associates, a Florida-based legal staffing leader, seeks an Estate Planning Attorney with at least eight years of experience to join a top-tier law firm.

You will manage all facets of estate planning and estate/trust administration, develop gifting strategies, and advise on tax minimization for an established client base.

This on-site opportunity offers collaboration with senior partners and a path to impactful, sophisticated client advocacy in a respected practice.

Qualifications

• 8+ years of experience in estate planning, estate and trust administration with an established client base.
• Experience with gifting strategies, lifetime trusts, and minimizing estate and transfer taxes.
• Knowledge of grantor trusts, FLPs/LLCs, QPRTs, CRTs, and filing gift/estate tax returns.

Job description

LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand thedemanding role of recruiting to source the highest level of legal professionals while incorporating proven,innovative, and successful recruiting techniques.

Job Description

A top tier law firm is looking for an Estate Planning Attorney with at least 8 years of experience in all areas of estate planning and estate and trust administration and an established client base. Ideally, the candidate would bea practitioner who has worked in developing lifetime gifting and testamentary plans to best accomplish client’s dispositive goals and to minimize estate, gift and generation skipping transfer taxes. In connection therewith, experience in the formation and funding of grantor retained annuity trusts, qualified personal residence trusts, charitable remainder trusts, family limited partnerships and limited liability companies would be extremely helpful. A thorough understanding with respect to the preparation of gift and estate tax returns and the administration of estates is essential.