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Job Details

Trusts and Estates Attorney

Company name
BCG Attorney Search

Experience
3-15 yrs required

Location
Woburn, MA, United States

Industry
Legal

Posted on
Mar 19, 2024

Profile

A law firm located in Woburn, MA, is actively seeking an experienced Trusts and Estates Attorney. The ideal candidate should possess a strong academic record and demonstrate excellent written and oral communication skills. With 7-10 years of experience in estate planning, tax planning, and trust and estate administration, the candidate should be well-versed in asset protection planning and charitable giving. This role will ideally involve working directly with high net-worth individuals and families, as well as their advisors, to develop tax-efficient wealth transfer strategies, including the transfer of closely-held business interests.

Duties:

  • Provide legal counsel and guidance on trusts and estate matters to clients.
  • Oversee estate planning, tax planning, and trust and estate administration.
  • Develop and implement strategies for asset protection planning.
  • Advise on charitable giving opportunities and their implications.
  • Work closely with high-net-worth individuals and families to understand their unique needs and objectives.
  • Collaborate with advisors to design and execute tax-efficient wealth transfer strategies, including the transfer of closely held business interests.
  • Stay updated on changes in estate and tax laws and regulations to ensure clients' interests are protected.

Requirements:

  • Juris Doctor (JD) degree and bar admission in the relevant state.
  • 7-10 years of experience in estate planning, tax planning, and trust and estate administration.
  • Strong academic record.
  • Excellent written and oral communication skills.
  • Proficiency in asset protection planning and charitable giving.
  • Experience working directly with high-net-worth individuals and families.
  • Familiarity with the transfer of closely-held business interests.

This is an exciting opportunity for an experienced Trusts and Estates Attorney to join a reputable law firm in Woburn, MA. The firm is looking for a candidate with a strong background in estate planning, tax planning, and trust and estate administration, who can also offer expertise in asset protection planning and charitable giving. If you meet these criteria and are prepared to work directly with high-net-worth clients and their advisors, we encourage you to apply.

Company info

BCG Attorney Search
225 Franklin Street, 26th floor
Boston
Massachusetts
United States 02110
Phone : (857) 277-7381
Fax : (213) 895-7306

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