Mid-level Private Client Associate Attorney

A law firm in Boston, MA, is seeking a Mid-level Private Client Associate Attorney with a strong background in serving high-net-worth individuals and families. The ideal candidate will provide expert advice on trust and estate planning, administration, wealth transfer strategies, and tax planning. This role requires excellent drafting and client communication skills, strong academic credentials, and a commitment to confidentiality and professionalism. The successful candidate will excel in both independent and collaborative work environments, providing comprehensive estate planning representation and exceptional client service.

Key Duties and Responsibilities:

• Advise high-net-worth individuals and families on trust and estate planning strategies, including wealth transfer and tax planning.
• Handle the administration of trusts and estates, ensuring compliance with relevant laws and regulations.
• Draft legal documents related to estate planning, including wills, trusts, and powers of attorney.
• Develop and implement wealth transfer strategies, including gift transfers and charitable planning.
• Provide expert counsel on complex tax issues related to estate and gift tax.
• Conduct client meetings to discuss and review estate planning goals and strategies.
• Collaborate with other attorneys, financial advisors, and professionals to deliver comprehensive client services.
• Maintain and build strong, long-term relationships with clients through outstanding service and communication.
• Ensure confidentiality and professionalism in all client interactions and case management.
• Stay updated on changes in estate and tax laws to provide accurate and relevant advice.

Requirements:

• Experience in estate planning, trust administration, and wealth transfer strategies.
• Strong drafting skills and experience in preparing estate planning documents.
• Proven ability to interface effectively with high-net-worth clients and build long-term relationships.
• Excellent written and oral communication skills.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a collaborative team.

Education and Certifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the Massachusetts Bar or eligibility to waive in.

Skills:

• Comprehensive knowledge of estate planning, trust administration, and tax law.
• Exceptional drafting and legal writing skills.
• Strong client communication and interpersonal skills.
• Ability to handle complex and sensitive client matters with discretion and professionalism.
• Experience with estate planning software and case management tools.
• Proficiency in managing multiple client cases and priorities effectively.

The one-hundred and fifty year old legal practice is headquartered in Massachusetts. There are seven core areas of practice. The law firm employs thirty-six knowledgeable attorneys. A few of their practice disciplines consist of family business, business law, litigation-dispute resolution and tax planning-reporting. The law practice endorses community service participation and pro-bono work.