Estate Planning Attorney

Full-time 3 views
Company BCG Attorney Search Location Boston, MA, United States

Recruiter

Attorney

2-10 yrs required

Full-time

Jun 12, 2022

Profile

Boston office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney with 3+ years of experience in estate planning and administration and preparation of estate and gift tax returns. Must have experience preparing tax returns, including individual, fiduciary, and estate tax returns. Must be admitted to practice law in Massachusetts. The candidate will work with partners to identify and achieve client objectives by participating in client meetings and drafting estate planning documents. Identify tax preferred estate planning strategies. Prepare client presentations to summarize estate planning strategies, including preparation of outlines and flowcharts. Prepare petitions for formal and informal administration and related filings. Work with fiduciaries in the estate settlement process. Prepare estate accountings as necessary. Prepare trust administration documents and accountings. Conduct legal research on trust matters. Work with trustees in the trust administration process. Assist in residential and commercial real estate transactions, including closings and lease negotiations. Draft family limited partnerships and LLC agreements.

Company info

BCG Attorney Search

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