Estate Planning Attorney

Ascendion; Boston (MA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Full benefits

Flexible schedule

PTO

Vacation time

Job summary

Boutique Law Firm in Boston seeks an experienced Estate Planning Attorney to join its team. The role concentrates on high-net-worth estate planning, trust administration, and wealth preservation strategies.

Candidates must have 4+ years of dedicated practice, strong knowledge of estate/gift taxes, and the ability to translate complex tax concepts into clear guidance for sophisticated clients. Full benefits and flexible schedule are offered.

Qualifications

• 4+ years of dedicated legal practice in high-net-worth estate planning, trust administration, and wealth preservation.
• Strong working knowledge of federal transfer taxes and income taxation of trusts and estates.
• Ability to translate complex legal and tax concepts into clear, actionable advice for sophisticated clients.

Responsibilities

• Draft, review, and execute complex estate planning instruments including revocable and irrevocable trusts, GRATs, QPRTs, and related planning vehicles.
• Develop customized wealth transfer and asset protection strategies to minimize taxes while preserving family legacies.
• Oversee complex trust and estate administrations, advising trustees and executors on fiduciary duties, tax compliance, distributions, and probate.

Skills

Estate planning

Trust administration

Taxation of estates and trusts

Client advisement

Job description

We are working with a Boutique Law Firm, looking for an Estate Planning Attorney to join their team. Specifically, they are looking for someone who has 4+ years of experience.

Requirements:

• 4+ years of dedicated legal practice in high-net-worth estate planning, trust administration, and wealth preservation
• Strong, working knowledge of federal transfer taxes (Estate, Gift, GST) and income taxation of trusts and estates.
• Exceptional ability to translate complex legal and tax concepts into clear, actionable advice for sophisticated clients

Responsibilities:

• Draft, review, and execute complex estate planning instruments, including revocable and irrevocable trusts, dynasty trusts, intentionally defective grantor trusts (IDGTs), GRATs, QPRTs, and charitable planning vehicles (CRTs/CLTs, private foundations
• Develop customized wealth transfer and asset protection strategies designed to minimize federal and state estate, gift, and generation-skipping transfer (GST) taxes while preserving family legacies
• Oversee complex trust and estate administrations, advising trustees and executors on fiduciary duties, tax compliance, asset distributions, and probate proceedings

The annual salary for this position is between 150k-200k. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.

Full Benefits offered - Medical, Dental, etc. Flexible work schedule + PTO + Vacation time