Senior Trusts & Estates Associate

Job Overview:
A well-established mid-size law firm in Boston is seeking a senior-level associate to join its highly regarded Trusts & Estates practice. This role involves advising high-net-worth individuals, families, and their professional advisors on advanced, tax-efficient wealth transfer strategies. The position offers the opportunity to work within a team-oriented environment, handling sophisticated estate planning and administration matters.

Location:

• Boston, MA

Duties:

• Collaborate with experienced Trusts & Estates attorneys on comprehensive estate planning strategies

• Draft complex estate planning documents, including wills, revocable trusts, durable powers of attorney, health care proxies, and HIPAA releases

• Advise clients on asset protection techniques, business succession planning, and tax-efficient wealth transfer strategies

• Assist with the formation and administration of trusts, limited partnerships, and LLCs for asset protection

• Implement charitable giving strategies using various trusts and private foundations

• Handle Massachusetts and federal taxable estate administrations

Requirements:

• Minimum of 7 years of relevant experience in estate planning, trusts and estates administration, and estate and gift tax planning

• Strong analytical and problem-solving skills with a client-focused approach

• Exceptional drafting and reviewing skills for sophisticated estate planning and financial documents

• Ability to work both independently and collaboratively in a dynamic legal environment

• Experience at a reputable regional, national, or respected local law firm is strongly preferred

Education:

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

Certifications:

• Active membership in good standing with the Massachusetts Bar

• LL.M. in Taxation preferred, but not required

Skills:

• Strong knowledge of estate and gift tax laws

• Excellent written and verbal communication skills

• Ability to develop and implement strategic estate planning solutions

• High attention to detail and organizational skills

• Client-centric mindset with the ability to build long-term professional relationships

Benefits:

• Competitive compensation package

• Comprehensive benefits offering

• Collaborative and innovative firm culture

• Opportunities for professional growth and career advancement

• Supportive work environment with a focus on work-life balance

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.