Estate Planning Attorney – Set Up Family Trusts for each of 3 executives & Transfer Company Stock
Only freelancers located in the U.S. may apply.U.S. located freelancers only
We are seeking a licensed U.S. attorney with strong experience in estate planning, family trusts, and corporate stock transfers to help us establish a revocable or irrevocable family trust and transfer ownership of our company stock into it. Scope of Work: Advise on the most suitable type of family trust (revocable living trust, irrevocable trust, etc.) based on our goals for asset protection, tax planning, and succession. Draft all necessary trust documents, including the trust agreement, and any supporting schedules. Handle the proper transfer of our privately held company stock into the trust, including preparing stock assignment documents, updating corporate records, obtaining any required board/shareholder approvals, and filing with the appropriate state agencies. Provide clear guidance on tax implications (gift tax, estate tax, basis step-up, etc.) and any ongoing compliance requirements. Answer our questions and walk us through the entire process step-by-step so we fully understand the setup and implications. Requirements: Active license to practice law in the Florida, United States. Proven experience drafting family trusts and handling transfers of business interests for a Florida C corp. . Strong knowledge of estate and gift tax rules, asset protection strategies, and corporate formalities. Excellent communication skills and ability to explain complex legal concepts in plain English. Ability to deliver high-quality, customized documents efficiently. Nice to Have:Experience with C-Corp stock transfers. Familiarity with family limited partnerships or other advanced estate planning tools. Previous work with small business owners or family-owned companies. Please include in your proposal:Your relevant experience with family trusts and business interest transfers (specific examples are helpful). Which state(s) you are licensed in. Estimated timeline to complete the initial trust setup and stock transfer. Fixed-price bid or hourly rate. Any questions you have for us about our situation. We are ready to start as soon as we find the right attorney. This is a one-time project with potential for ongoing estate planning work in the future.
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- ExpertExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:last week
- Interviewing:2
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesOrlando5:45 PM
- $3K total spent9 hires, 3 active
- 69 hours
- Individual client
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