Estate Settlement Attorney

6 days ago

Boston, United States Virtual Full time

Estate Settlement Attorney

Vaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement.

Key Responsibilities Include:

· Assume full responsibility for all stages of estate settlement, encompassing asset valuation, collection, and transfer; payment of debts and liabilities; asset distribution and trust funding; preparation of inventories and accounts for the probate estate.

· Establish and maintain a detailed timetable and tracking system for estate settlement, ensuring efficient and timely completion of tasks.

· Prepare accurate federal and state estate or inheritance tax returns, adhering to all relevant tax laws and regulations.

· Analyze estate tax planning documents and generate comprehensive estate tax projections, providing valuable insights to Trustees and members of the Fiduciary Services Group.

· Oversee all aspects of the probate accounting process, collaborating with internal partners to complete necessary documentation and external counsel to submit to the Probate Court.

· Actively participate in our gift tax return process including, but not limited to, processing and reviewing more complex returns.

Qualifications:

· JD. with demonstrated experience in estate settlement in a law firm or small investment office.

· Member of the Massachusetts Bar Association.

· 7-10+ years of previous estate settlement experience.

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