Wealth Management Attorney

Job Overview: A leading law firm is currently seeking a qualified Wealth Management Attorney. The ideal candidate will possess at least 3-5 years of experience, specializing in estate planning, trust, and estate administration. The position focuses on advising private clients, working with family businesses, and managing charitable institutions, while offering opportunities for a flexible work schedule.

Location:

• Boston, MA.

Duties:

• Develop and implement long-term estate planning strategies for private clients.
• Draft estate planning and related legal documents.
• Handle trust and estate administration matters.
• Collaborate with family businesses and charitable organizations on legal planning.
• Provide tax planning and advice on estate and gift taxation.
• Work closely with high-net-worth families to manage multi-generational financial affairs.
• Assist in the administration of estates, including overseeing tax return preparation.
• Service and develop existing client work; no portable book of business is required.

Requirements:

• Minimum of 3-5 years of experience in wealth management, estate planning, and trust administration.
• Ability to work independently and efficiently in a fast-paced legal environment.
• Strong organizational and proactive problem-solving skills.

Education:

• Juris Doctor (JD) degree from an accredited law school.

Certifications:

• Bar admission in the relevant jurisdiction.

Skills:

• Expertise in estate planning and trust administration.
• Strong drafting skills for legal documents related to wealth management.
• Experience in advising private clients, family businesses, and charitable institutions.
• Knowledge of tax planning, particularly estate and gift tax law.
• Ability to manage complex client relationships and provide tailored legal advice.

This large Boston firm has a surprisingly good government and regulatory practice, with the added bonus that their attorneys do not have to split their work with Washington DC lawyers in the same practice. This is a firm made up of well-rounded but most certainly well-pedigreed attorneys who come off unusually polished and professional. Associates here are generally quite satisfied, if not a little put off by what at times can be a bit of a competitive environment, both inside and outside the office. The strengths are that associates generally know whether they are 'on track' to make partner, and work in an environment that is designed with the appropriate mentoring and support staff to help associate development and training along.