Mid-Level Private Client Associate Attorney

2-5 yrs required

Full-time

No

A law firm is seeking a Mid-Level Private Client Associate Attorney for their Boston, MA location. The successful candidate will join a dynamic team dedicated to providing high-quality legal services in estate planning and administration.

Job Overview:

• Provide legal counsel and guidance to clients in estate planning, estate, and trust administration matters.
• Collaborate with senior attorneys to develop and implement comprehensive estate plans tailored to each client's needs and objectives.
• Manage the administration of estates and trusts, ensuring compliance with relevant state and federal laws.

Duties:

• Draft and review complex estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Assist clients in asset protection strategies, wealth transfer, and charitable giving.
• Prepare and file estate tax returns and other necessary documentation.
• Conduct legal research on tax laws, estate planning strategies, and other relevant legal issues.
• Communicate effectively with clients to understand their goals and provide personalized legal advice.
• Represent clients in probate proceedings and other legal matters related to estate administration.

Requirements:

• Minimum of 3 years of experience practicing in estate planning and estate and trust administration.
• Strong knowledge of state and federal income and estate tax laws.
• Extensive technical expertise in drafting complex estate plans and preparing estate tax returns.
• Excellent academic credentials from a reputable law school.
• Demonstrated client service skills and ability to build rapport with clients.
• Membership in the Massachusetts (MA) and/or California (CA) Bar is preferred.

Education & Certifications:

• Juris Doctor (.) degree from an accredited law school.
• Admission to the Massachusetts (MA) and/or California (CA) Bar.

Skills:

• Proficiency in legal research and writing.
• Attention to detail and ability to manage multiple tasks efficiently.
• Strong analytical and problem-solving skills.
• Excellent oral and written communication skills.
• Ability to work collaboratively in a team environment.

Legal