Job Title: Private Wealth Services, Sr. Associate
Job Responsibilities:
The Private Wealth Services, Sr. Associate will focus on a comprehensive range of business, succession, estate planning, tax, and business transaction matters. This includes matters governed by New York law. The associate will be responsible for:
- Succession and tax planning for individuals and businesses, including corporate, limited liability company, and estate planning for closely-held and family-owned businesses, with some matters governed by New York law.
- Drafting legal documents, meeting with clients, conducting legal research, and preparing memoranda.
- Preparing tax returns for clients, including those under New York law.
- Advising clients on tax and estate planning matters under New York law, all under the supervision of partners and more senior lawyers in the Private Wealth Services Group.
Education and Experience Information:
- Juris Doctor in Law is required.
- The candidate must have 3 years of experience as an Associate in a Private Wealth Services Group or a related occupation that provides . tax advice related to domestic and cross-border estate planning, succession planning, and philanthropic planning.
- Must be licensed to practice law in the state of New York and Connecticut.
- Remote work is permitted up to 2 days per week.
The candidate must have three years of experience with the following:
- Formulating estate and gift plans to minimize . income, gift, estate, and generation-skipping taxes.
- Drafting various types of trusts, including but not limited to grantor, non-grantor, directed, dynasty, irrevocable life insurance, spousal lifetime access, and qualified domestic trusts, in addition to wills, powers of attorney, and health care documents.
- Advising clients on the execution and administration of estate plans, including the utilization of Qualified Small Business Stock exemptions and sales to grantor trusts.
- Analyzing tax issues related to . citizens with assets abroad, . citizens considering expatriation, and foreign citizens with assets in the ., and preparing documents related to the same, including foreign grantor trusts and entity formation for asset-protection purposes.
- Administering trusts, including preparing trustee succession documents and trust amendments, distribution and termination agreements, release and indemnification agreements, and reviewing fiduciary tax returns.
- Experience with the administration and taxation of cryptocurrency in trusts is required.
Salary Information:
In accordance with applicable Pay Transparency Laws, the pay range for this position in Boston, MA is $390, per year. The law firm is not accepting agency submissions at this time.
