Job Description
Estate Planning Associate Employment: Full-Time Boston boutique Estate Planning law firm seeks a full time Attorney
Estate administration and settlement including probate filings and estate tax returns for high net[1]worth client base.
The Estate Administration Attorney will work directly with the Principals.
The Attorney will meet with clients to guide them, and their families, through the probate and trust administration process.
In addition to estate administration, work closely with members of the Firm to develop individually designed estate plans, draft Estate Planning documents and research legal and tax issues associated with a wide range of cutting-edge planning strategies for high net-worth clients.
Excellent communication and legal writing skills with a high level of attention to detail
• Excellent case management skills
• Experience with complex estate administration and probate pleadings
• Experience with drafting Estate Planning documents, including wills and trusts
• Experience administering complex estates, trusts, and lifetime planning objectives, administer trusts at various stages, such as Irrevocable Life Insurance Trusts ("ILITs");
• Extensive knowledge and experience with complex fiduciary income (Form 1041), charitable (Form 5227), gift tax returns (Form 709) and estate tax returns (Form 706)
• Five or more years of related work experience with a law firm, trust department, or similar environment preferred.
• Network in the community and with other professionals
• Supervise and delegate work to Paralegals
• Mature, wise, poised, friendly and tech savvy • Driven to learn and grow professionally and personally