Lateral Attorney Trust and Estate Planning

Profile

Job Overview: A law firm seeks an experienced Trust and Estate Planning attorney or group of attorneys to join their team. This opportunity is based primarily in the firm’s Boston, MA, or Manchester, NH offices. The ideal candidate will have a strong background in drafting complex estate plans, and asset protection strategies and addressing tax implications for high-net-worth clients. You will be expected to handle a range of responsibilities, with a focus on providing expert counsel in estate planning and probate matters.

Duties:

• Draft sophisticated estate plans, including wills, trusts, and other related documents.
• Advise high-net-worth clients on asset protection strategies to minimize estate, gift, and income tax liabilities.
• Oversee and manage probate proceedings, ensuring compliance with all relevant procedures and laws.
• Develop customized solutions for estate planning based on each client’s unique needs.
• Manage ongoing client relationships, offering strategic legal counsel and assistance with complex matters.
• Handle advanced estate tax issues and guide minimizing tax exposure.
• Work collaboratively with internal teams to deliver comprehensive client service.

Requirements:

• Juris Doctor (J.D.) required; LL.M. in tax or estate planning preferred.
• Licensed to practice law in Massachusetts and New Hampshire.
• Minimum of 7 years of experience in trust and estate planning, with a focus on complex matters.
• Strong knowledge of estate tax law and probate procedures.
• A portable book of business is desirable.
• Excellent client-facing and communication skills, with a professional and client-centric approach.
• Detail-oriented with the ability to handle high-stakes matters under tight deadlines.

Education:

• J.D. from an accredited law school.
• LL.M. in estate planning or taxation is a plus.

Certifications:

• Admission to the Massachusetts and New Hampshire Bar is required.

Skills:

• Expertise in estate planning, asset protection, and tax strategies.
• Strong understanding of probate law and administration.
• Excellent organizational and time-management abilities.
• Ability to manage complex legal matters and communicate clearly with clients.
• High level of professionalism and client service skills.

Benefits:

• A collaborative work environment with opportunities for career growth.
• Work-life balance initiatives to support personal and professional well-being.
• Comprehensive benefits package, including health insurance, retirement plans, and more.
• Competitive compensation based on experience and qualifications.

This is an exceptional opportunity for experienced Trust and Estate Planning attorneys looking to expand their careers with a well-respected firm. If you are a motivated, client-focused attorney seeking to join a dynamic practice, we encourage you to apply today.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306