Senior-Level Trusts And Estates Associate Attorney

Job Overview

A law firm in Boston, MA, is seeking a Senior-Level Trusts and Estates Associate Attorney to join their team. The ideal candidate will possess a strong background in trusts and estates planning and administration, with a focus on high-net-worth individuals and families. This role requires extensive experience in drafting complex estate planning and financial documents, as well as providing strategic advice on tax-efficient wealth transfer strategies.

Duties and Responsibilities

• Advise high-net-worth clients on estate planning, trusts, and estate administration matters.
• Develop and implement tax-efficient wealth transfer strategies tailored to clients’ needs.
• Draft and review complex estate planning documents, including wills, trusts, and related financial documents.
• Handle business succession planning and asset protection strategies.
• Provide guidance on minimizing income tax, gift tax, and estate tax consequences.
• Manage multiple estate planning matters independently and proactively.
• Collaborate with clients, their families, and their advisors to achieve optimal outcomes.
• Keep current with developments in estate planning and tax law.

Requirements

• Juris Doctor (J.D.) degree from an accredited law school.
• Membership in good standing with the Massachusetts Bar.
• Minimum of 5+ years of experience in estate planning, trusts and estates administration, and estate and gift tax planning.
• Extensive experience in drafting and reviewing core and complex estate planning and financial documents.
• Prior experience at a regional or national law firm or a well-regarded local firm.

Preferred Qualifications

• LL.M. in Taxation.

Skills

• Highly skilled in drafting and reviewing estate planning and financial documents.
• Strong understanding of tax-efficient wealth transfer strategies.
• Excellent interpersonal skills with the ability to work as part of a team and manage matters independently.
• Self-motivated and able to thrive in a fast-paced environment.
• Strong organizational and time management skills.

Law offices are located in Boston and Yarmouth, Massachusetts. The law practice has one-hundred years of professional legal expertise. A fairly large team of skillful attorneys make up their law firm. Practice disciplines are comprehensive. There are fourteen practice areas namely bankruptcy-creditors' rights, corporate-business, energy, family law and litigation.