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Trust and Estates Associate Attorney

Full-time 7 views

Recruiter

Medway, MA, United States

Trust and Estates Associate Attorney

Attorney

BCG Attorney Search

Company Review

4-20 yrs required

Full-time

No

Medway office of a BCG Attorney Search Top Ranked Law Firm seeks trust and estates associate attorney with 5+ years of probate and trust administration experience. The candidate will work on both probate and trust administration, issues of taxation, and trust accountings. Will draft, read, and interpret legal documents, including trust instruments, trustee appointments and resignations, and trust amendments. Oversee preparation of probate inventories, court filings, and probate accountings. Produce summaries and accountings for trust beneficiaries. Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709), and estate tax returns (Form 706). Communicate with trust and estate beneficiaries regarding distributions. Conduct client and trust beneficiary meetings. Assist in retitling assets, identifying provisions, and executing principal payments. Oversee real estate management of an estate or trust-owned properties. Collaborate with client advisors such as financial planners, accountants, and other attorneys. Must be licensed to practice in Massachusetts. In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish essential. Experience with Clio legal software a plus.

Legal

Feb 16, 2023
Jan 17, 2023
Company info

BCG Attorney Search


Job Feedback

Recruiter

Attorney

4-20 yrs required

Full-time

Legal

Jan 17, 2023

Feb 16, 2023

Profile

Medway office of a BCG Attorney Search Top Ranked Law Firm seeks trust and estates associate attorney with 5+ years of probate and trust administration experience. The candidate will work on both probate and trust administration, issues of taxation, and trust accountings. Will draft, read, and interpret legal documents, including trust instruments, trustee appointments and resignations, and trust amendments. Oversee preparation of probate inventories, court filings, and probate accountings. Produce summaries and accountings for trust beneficiaries. Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709), and estate tax returns (Form 706). Communicate with trust and estate beneficiaries regarding distributions. Conduct client and trust beneficiary meetings. Assist in retitling assets, identifying provisions, and executing principal payments. Oversee real estate management of an estate or trust-owned properties. Collaborate with client advisors such as financial planners, accountants, and other attorneys. Must be licensed to practice in Massachusetts. In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish essential. Experience with Clio legal software a plus.

Company info

BCG Attorney Search

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