Senior Trust & Estate Attorney

Location: Miami Beach
Posted on: June 23, 2025

Job Description:

This Jobot Job is hosted by: Andrea Ankarlo Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $180,000 - $220,000 per year A bit about us: We are working with a well-regarded boutique, international law firm that is seeking an experienced Senior Trust & Estate Attorney to join their team in Miami Beach! Job Title: Senior Trust & Estate Attorney Location: Miami Beach, FL Salary starts at $180k/year and can go up from there based on experience. There are also 2 ways to bonus with the firm (origination bonus as well as performance bonus) Why join us? Excellent firm culture Lucrative bonus structure Full benefits with multiple plans to choose from 401k with up to 4% company match Short-term disability, long-term disability, and life insurance Job Details Key Responsibilities: Advise clients on complex domestic and international estate, gift, generation-skipping transfer (GST), and income tax planning strategies. Structure, implement, and administer irrevocable trusts, including IDGTs, grantor retained annuity trusts (GRATs), and foreign trusts. Design and implement private placement life insurance (PPLI) strategies for tax-efficient wealth transfer and asset protection. Provide guidance on pre-immigration and expatriation planning for non-U.S. citizens and U.S. persons relocating abroad. Counsel clients on U.S. tax reporting obligations for foreign trusts, foreign corporations, PFICs, and controlled foreign corporations (CFCs). Draft and review wills, revocable trusts, irrevocable trusts, gift agreements, and related estate planning documents. Collaborate with private client advisors, accountants, family offices, and investment managers to deliver integrated wealth planning solutions. Handle complex probate and trust administration matters, including cross-border estate settlements. Conduct research and prepare memoranda on U.S. federal and international estate, gift, and income tax issues. Monitor and advise on legislative changes affecting international private client planning. Qualifications: Juris Doctor (JD) degree from an accredited law school. Admission to the Florida bar. Minimum 3-5 years of relevant experience in trusts and estates law with a focus on international tax and wealth planning. Deep understanding of Chapter 14 valuation rules, IRC Sections 671-679 (grantor trust rules), PFIC, FIRPTA, and FATCA implications. Experience structuring and analyzing PPLI and related insurance-based solutions. Familiarity with U.S. information reporting obligations (Forms 3520, 3520-A, 5471, 8865, 8938, BE-10/BE-12). Preferred Skills: LL.M. in Taxation or Estate Planning is preferred Fluent in a second language (e.g., Spanish, Portuguese) is a plus. Familiarity with asset protection strategies and offshore trust planning. Experience advising on qualified domestic trusts (QDOTs), pre-immigration gifting, and global mobility issues. Understanding of U.S. tax treaties and their impact on estate and gift tax planning. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Delray Beach , Senior Trust & Estate Attorney, Legal , Miami Beach, Florida