Trust and Estate Associate Attorney

2-7 yrs required

Full-time

No

Northfield office of a BCG Attorney Search Top Ranked Law Firm seeks a trust and estate associate attorney with 3-5 years of experience. The candidate will be responsible for building, leading, and growing the firm?s Trusts and Estate practice area by performing the duties below. Will consult with and advise fiduciaries in probate, life planning organization, and trust administration, work with clients in connection with contested trust and tax matters, review estate and gift tax returns (including complex reporting and valuation issues), and assist clients in the establishment of private foundations and other charitable vehicles. Communicate with clients about plans for transferring their assets. Prepare wills, trusts, and power of attorney documents. Provide clients with information about retirement plans, charitable contributions, and insurance choices. Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action. Work closely with paralegals and attorneys to ensure swift action through the life planning and probate process. Represent clients in court proceedings as needed. Maintain client files to ensure they were properly organized and up to date. Providing advice on the tax implications of different estate planning strategies. Reviewing a client?s existing estate plan to determine if it meets his or her current needs and wishes. Explaining how estate taxes work and how they can be minimized through careful planning. Developing strategies for minimizing estate taxes for clients with large estates. Negotiating and drafting prenuptial agreements, postnuptial agreements, and separation agreements between spouses. Drafting powers of attorney, durable powers of attorney, and medical powers of attorney in accordance with state law. Advising clients on their rights under the state probate process, including notice requirements and time limits. Preparing estate plans for high-net-worth individuals, including drafting wills and trusts and advising clients on how best to distribute assets after death. Maintains express confidentiality and complies with all other rules of professional conduct. Travels to off-site meetings as needed. Communicates with opposing attorneys through personal contact, telephone, and facsimile to expedite cases to a close. Appears at hearings and trials on an ongoing basis. Complies daily with all court, state bar, and firm rules, regulations, and procedures. Complies with all continuing legal education requirements. Delegates tasks as appropriate to support staff. Ensure all client information and documents are uploaded to MyCase appropriately. Ensures the filing of documents with appropriate courts, administrative agencies, and public and private offices. Connect with local businesses, bar association(s), and community groups. Attend meetings with firm partners and staff as required. Collaborate with firm attorneys to support their practices. Obtain new clients and collaborate with the marketing team to build the trusts and estates practice area. Prepares written proposals to include required quotes and assessments of client needs. Collects client fees, sets up client retainer accounts, and tracks outstanding client payments. Performs other related duties assigned.

Legal