High Net Worth Estate Planning Lawyer

1 week ago


Newtonville, United States Jobot Full time
Job Overview

We are an AV rated law firm with over 40 years of experience, offering complex estate and trust planning services to families and businesses.

The ideal candidate will have 5+ years of experience as a practicing attorney in high net worth estate and tax planning, with expertise in planning and drafting various types of trusts.

Compensation

As an Estate and Tax Planning Attorney, we offer a competitive salary between $130k and $250k per year, along with benefits such as medical, dental, and vision insurance, a 401k plan with a firm match, paid holiday, sick and vacation time, and relocation assistance.

Responsibilities

We are looking for an attorney with the following qualifications:

  • Juris Doctorate degree
  • Admitted to the New York Bar
  • At least 5 years of practice experience in high net worth estate and tax planning
  • Experience in planning and drafting Intentionally Defective Trusts, Spousal Limited Access Trusts, Revocable and Irrevocable Trusts, Charitable Lead and Charitable Remainder Trusts, and Grantor Retained Trusts is preferred
  • Proficiency in software such as Clio, NetDocuments, and Wealth Docs is required
Benefits

We are proud to offer our attorneys a comprehensive benefits package, including:

  • Competitive salary
  • Medical, dental, and vision insurance
  • 401k plan with a firm match
  • Paid holiday, sick, and vacation time
  • Relocation assistance


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