Experienced Estate Planning Attorney

Profile

Job Overview

A law firm seeks an experienced estate planning attorney to join their team in Norwood, MA. The ideal candidate will have over five years of experience in estate planning, tax strategy, and trust administration, and will be committed to building a long-term practice serving individuals and families.

Duties

• Draft and review wills, trusts, powers of attorney, and health care directives.
• Advise clients on estate planning strategies tailored to their goals and family needs.
• Handle trust funding, trust and estate administration, and probate-related matters.
• Build strong client relationships and collaborate with advisors and senior attorneys.

Requirements

• Admitted to practice law in Massachusetts.
• Minimum of 5+ years of experience in estate planning and trust and estate administration.
• Strong drafting experience with wills, revocable and irrevocable trusts, and related planning documents.
• Strong experience with probates and trust administrations, including fiduciary accountings.
• Knowledge of income, capital gains, estate, gift, and generation-skipping tax issues.
• Experience with estate tax returns.
• Special needs planning and elder law experience are a plus.

Education

• Juris Doctor (JD) degree required.
• LL.M in taxation preferred.

Certifications

• Admitted to practice law in Massachusetts.

Skills

• Strong client relationship management.
• Excellent drafting and document review skills.
• Proficiency in handling complex estate planning needs.

Benefits

• 20 days of PTO and 10 paid federal holidays.
• 401(k) with up to 4% employer match.
• Professional membership/registration fees paid for annual BBO registration, Massachusetts Bar Association, and National Academy of Elder Law Attorneys.
• 66% employer-paid health insurance, 50% employer-paid dental insurance.
• Marketing and business development opportunities, with membership paid for one networking organization.

Company info

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