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Trusts and Estates
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Estate Planning Associate
The candidate should have 2-5 years of experience. Should be proficient in probate, trust and estate administration, business succession planning, and drafting basic estate planning documents. A strong work ethic and very good practice management and interpersonal skills are essential. Should have excellent academic credentials and be a motivated self-starter with a desire to work in a fast-paced and collegial environment. Large firm experience an...
Andover office of our client seeks an estates and trusts attorney with 5+ years of experience. The candidate will assist in proactively setting a case strategy and initiating actions that benefit the client rather than awaiting instructions. Work with firm staff to efficiently, cost-effectively, and promptly deliver the client's work product. Conduct regular file reviews and other procedural duties as required by firm policy and regularly communicate status changes and upda...
The candidate will join business and estate planning firm. Will meet and speak with clients directly. Write and lecture extensively for private groups. Learn a great deal about all of our practice areas while developing a focus on one or more specific practice groups.
Candidate will work in business and estate planning law firm. Will have hands-on experience and the opportunity to carry out important assigned responsibilities under the training and supervision of more experienced attorneys. Will meet and speak with clients directly. Will write and lecture extensively for private groups. Will learn a great deal about all of practice areas while developing a focus on one or more specific practice groups. May be current law stu...
Seeking Estate Administration and Tax Attorney with 1-3 years of related experience. Candidate will handle legal representation for estates through the Massachusetts Probate and Family Courts; administration of trusts and estates with a varying degree of assets ranging from significant residential and commercial real estate holdings to family-owned businesses to concentrated stock holdings; preparation of Federal and state estate tax returns; preparation of fiduciary income...
Waltham office of a BCG Attorney Search Top Ranked Law Firm seeks estate administration and tax attorney with 1-3 years of experience. The candidate will serve in the legal representation for estates through the Massachusetts Probate and Family Courts; administration of trusts and estates with a varying degree of assets ranging from significant residential and commercial real estate holdings to family-owned businesses to concentrated stock holdings; preparation of Federal a...
Estate Planning Attorney
The candidate will conduct client meetings to design and deliver estate plans. Maintain detailed notes of all meetings, phone calls & follow-ups. Draft & Review estate planning documents for clients (RLT, Will, HIPAA, HCP, POA, Living Will, ILIT, Irrevocable Trusts, etc.). Prepare trust funding recommendations & documents as needed. Manage client maintenance plans (AMP) and meetings. Manage client phone calls and/or e-mails. Work with estate planni...
The candidate should be interested in teaching and conducting research in the area of Elder law and trusts and estates.
Estate Planning Attorney
The candidate will represent a wide range of cultural, ethnic, linguistic, and national backgrounds which provides our team with penetrating insight into not only the legal system of the United States, but also the rules and regulations that govern other countries as well. Should have 5-7 years' experience in estate planning, trust and estate administration and related tax work.
Wealth Management - Executive Director, Wealth Planning & Advice
The candidate will work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. Partner with field leadership and ...
Senior Trust Officer
The candidate will maintain a book of fiduciary and investment management accounts. Work with the Market Trust Executive to assure trust product awareness and education of clients, associates and COIs (Centers of Influence.) Work with typically large and complex high net worth clients and beneficiaries involving multi-generational families. Handle regulatory and compliance driven procedures governed by the OCC. Involve with new business development act...
Associate Attorney – Trust and Estates
The candidate will handle a wide variety of tasks to assist attorneys in the practice, including drafting trust and estate documents and communicating with clients or client representative. Operate effectively in an environment that stresses individual accountability. LL.M in taxation is preferred. Should have 3-5 years of sophisticated estate planning experience. Should demonstrate knowledge and skills in the areas of estate planni...