Private Client Trusts & Estates Associate

Job Overview:
A reputable law firm is seeking a Private Client Trusts & Estates Associate to join its nationally recognized practice in the Boston office. This role will involve working on high-net-worth trust and estate planning, administration, and tax-related matters. Ideal candidates will have 2-4 years of experience in trusts and estates and be familiar with relevant state and federal tax laws. This position provides an excellent opportunity to be part of a collaborative team and work on complex and impactful client matters.

Location:

• Boston, MA

Duties:

• Assist with high-net-worth trust and estate planning and administration.
• Provide guidance on state and federal tax laws related to trusts and estates.
• Handle succession planning, lifetime giving, estate and income taxation issues, and charitable giving.
• Develop tax-efficient family wealth transfer strategies.
• Collaborate with cross-disciplinary teams within the firm, including corporate, real estate, and trial lawyers.
• Advise clients on estate planning for retirement assets.

Requirements:

• 2-4 years of demonstrated experience in trust and estate planning and administration.
• Strong technical, professional, and client service skills.
• Excellent written and verbal communication and advocacy skills.
• Team-oriented with an emphasis on collaboration.
• Must be admitted to the Massachusetts Bar in good standing.

Education:

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

Certifications:

• Massachusetts Bar Admission (in good standing) is required.

Skills:

• In-depth knowledge of trust and estate planning and administration.
• Expertise in state and federal tax laws relevant to trusts and estates.
• Strong client service orientation with the ability to build and maintain relationships.
• Excellent communication skills, both written and verbal.
• Ability to collaborate effectively with colleagues across various practices.

Benefits:

• Hybrid work schedule (three in-office days and two remote days per week).
• Competitive salary and benefits package.
• Professional development and career advancement opportunities.
• Supportive, team-oriented work environment.
• Mentoring and guidance from experienced professionals.

We get a lot of questions about a firm's pro bono policy. The truth is that while many firms have pro bono programs, but many don't really create a situation where an associate is encouraged to give back to the community. This firm is one of the best we've seen for creating incentives for associates to really give back to the community in a variety of ways, including providing low cost legal services. All this in a corporate firm with a full service practice. This large Northeastern firm is polished, with devoted small, regional, and some national clientele. Don't be fooled, this firm expects serious contributions in terms of billable hours, especially in their complex insurance practice, but is happy to dole out the rewards.