Trusts and Estates Attorney Position
4 days ago
We are seeking a highly experienced attorney to join our team as a Senior Associate Attorney. This is an excellent opportunity for a skilled professional to take on a high-level role in estate planning and trusts, working with high-net-worth clients and their families.
Key Responsibilities- Provide expert legal counsel to high-net-worth individuals and families on trusts, wills, probate, and related matters.
- Lead and manage complex estate planning, probate, and administration cases, utilizing expertise in estate planning, trusts, probate law, and taxation related to estate matters.
- Draft and review estate planning documents with precision and care using Wealth Counsel software.
- Collaborate with the legal team to provide the best outcomes for clients, addressing sophisticated trust and estate issues.
- Mentor junior attorneys and legal staff, providing guidance and training as needed.
- Engage with clients directly to understand their needs, build lasting relationships, and maintain a high level of trust and confidentiality.
- Execute and handle client-facing design meetings.
- Answer client questions with ease and knowledge.
- Manage and oversee paralegals.
- Ensure legal staff is supported in meeting KPI requirements.
- Host webinars and workshops within the community, as required.
- A Juris Doctor (JD) degree and admission to the Massachusetts Bar and NH Bar is a plus.
- A minimum of 5+ years of sophisticated experience in trusts and estates law.
- Elder Law experience preferred.
- Expertise in estate planning, trusts, probate law, and taxation related to estate matters.
- Proficiency with Wealth Counsel is a must.
- A tech-savvy mindset and the ability to learn and use legal technology effectively.
- Strong interpersonal skills with the ability to communicate complex legal concepts in a clear and approachable manner.
- A desire to mentor, lead, and work collaboratively within a team environment.
- Exceptional organizational and multitasking skills with the ability to manage multiple cases simultaneously.
- Excellent bedside manner.
- Excellent knowledge of income, gift, estate, and generation-skipping tax matters.
- Plus, if you know tax return preparation.
- LLM in taxation is preferred.
Law Mom is a respected law firm specializing in trusts and estates, with a long-standing history of providing exceptional legal services in the Duxbury area. We pride ourselves on a client-first approach, offering personalized and comprehensive estate planning solutions to individuals, families, and businesses. Our team is committed to excellence, and we foster a supportive and dynamic work environment.
What We Offer- Competitive salary with the potential to earn up to $200,000 (base and bonus pay).
- Health insurance.
- Retirement plan options with firm contributions.
- Paid time off and generous holiday schedule.
- Professional development and mentorship opportunities.
- A collaborative and collegial work environment in a beautiful office setting.
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