What are the responsibilities and job description for the Sr Trust and Estate Attorney position at FlexProfessionals?
A mid-size, Boston-based law firm with a reputation for having enduring relationships with clients is seeking an experienced associate to join its real estate group.
Company: Firm serves national, international and foreign companies, local and regional institutions, public entities and municipalities, startups and closely-held businesses, as well as private individuals and educational institutions. Has a collegial environment where collaboration and entrepreneurship thrive and a healthy work-life balance is supported. Supports career growth including a new women’s business development training and coaching program, as well as a year-long training curriculum for our Young Professionals Group!
Hours/Schedule: FT
Job Type: Direct Hire
Location Requirements: Hybrid schedule, onsite requirements in Boston office
Rate: $165,000 to $190,000 annually based on experience, with excellent benefits
Job Description: The Trust & Estates group serves as a cornerstone of the firm. Ideal candidates will bring at least 7 years of sophisticated experience in trusts and estates planning and administration, with a proven track record advising high-net-worth individuals, families, and their professionals advisors on advanced, tax-efficient wealth transfer strategies.
This role will collaborate directly with our seasoned team of Trusts & Estates attorneys, contributing to and managing our comprehensive estate planning practice. Responsibilities will include the drafting of complex and strategic estate planning documents, advising clients on asset protection techniques, business succession planning, and minimizing income, gift, and estate tax implications.
The practice encompasses an extensive range of services, including the establishment and administration of trusts, formation of limited partnerships and LLCs for asset protection, creation of Dynasty Trusts, sophisticated life insurance planning, charitable giving strategies involving various trusts and private foundations, and Massachusetts and federal taxable estate administrations. Preparation of "core: estate planning documents, including wills, revocable trusts, durable powers of attorney, health care proxies and HIPAA Releases is also involved.
Qualifications:
- Minimum of 7 years of relevant experience in estate planning, trusts and estates administrations, and estate and gift tax planning
- J.D. degree from an accredited law school and membership in good standing with the Massachusetts Bar
- LL.M. in Taxation preferred, but not required
- Exceptional skills and efficiency in drafting and reviewing sophisticated estate planning and financial documents
- Self-motivated, personable, and able to thrive both independently and collaboratively in a dynamic, client-focused environment
- Prior experience at a reputable regional, national, or respected local law firm is strongly preferred
FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.
Salary : $165,000 - $190,000
