Estate Planning Attorney

Berkshire Law Group; Massachusetts; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Health insurance with cost supplement

IRA with company match

Biweekly yoga classes

Weekly weight training classes

Reimbursement for professional development

Elder law and trust administration training

Job summary

A boutique legal firm located in Lenox, Massachusetts is seeking a senior-level attorney specializing in estate, trust, and tax planning. This role involves advising clients on complex estate planning, minimizing tax implications, and presenting at educational events. The ideal candidate will have a J.D., strong experience in estate planning, and the ability to build long-term client relationships. A competitive compensation package, including health insurance and professional development reimbursement, is offered, alongside a supportive work culture.

Qualifications

• Must have experience in trust and estate planning and elder law experience a plus.
• Self-motivated, personable, thriving in a dynamic, client-focused environment.
• Ability to build long-term relationships with clients.

Responsibilities

• Advise clients on complex and strategic estate planning.
• Minimize income, gift, and estate tax implications.
• Present at educational events.

Skills

Experience in estate planning

Leadership and management skills

Exceptional drafting skills

Client relationship building

Education

J.D. degree from an accredited law school

Job description

Overview

Ready to move to a busy boutique firm in Lenox, MA while still doing meaningful, sophisticated legal work with a path to partnership? Come join our client-centered, tech-savvy, and growth-driven firm that puts people first. Berkshire Law Group focuses on estate, trust, and tax planning, elder law, long-term care, and life care strategy planning.

The firm is located in the beautiful Berkshires around the corner from Tanglewood in Lenox, Massachusetts. Applicants licensed in other states will be considered.

Berkshire Law Group seeks a senior-level attorney to join our highly regarded Trusts & Estates and Elder Law practice. The ideal candidate must have experience in trust and estate planning, with a proven track record of advising individuals and families, while working with their professional advisors on tax-efficient wealth transfer strategies.

Key features include:

• A dedicated focus on estate, trust, and tax planning as well as elder law, long-term care, and life care strategy planning.
• One of the few law practices in the U.S. with a RN/Care Coordinator on staff working alongside attorneys and Veterans and Medicaid benefit coordinators.
• Innovations like The Whole Crew (TWC) Annual Program that combines estate planning and asset protection with care advocacy and coaching for seniors needing care and their families.
• A culture that emphasizes collaboration, innovation, and entrepreneurship, fostering a collegial and supportive environment where professional growth and work-life balance are highly valued.

Compensation details and benefits are described below.

Responsibilities

• Advise clients on complex and strategic estate planning
• Minimize income, gift, and estate tax implications
• Present at seminars, webinars, workshops, and various educational events

Scope of practice includes

• Prepare wills, revocable trusts, durable powers of attorney, health care proxies, and HIPAA releases
• Establish and administer various trusts
• Establish LLCs and specialized trusts for asset protection
• Create sophisticated Family and Life Insurance Trusts
• Formulate charitable giving strategies involving various trust structures
• Advise on MA and federal taxable estate administration

Qualifications

• J.D. degree from an accredited law school
• Experience in estate planning. Trust and estate administration and elder law experience a plus
• Experience meeting with prospective and existing clients with ability to build long-term relationships
• Leadership and management skills, desire to grow and expand firm with path to partnership
• Exceptional skills and efficiency in drafting and reviewing core and sophisticated estate planning and financial documents
• Self-motivated, personable, and able to thrive both independently and collaboratively in a dynamic, client-focused environment

Compensation

Berkshire Law Group offers a competitive compensation package including a base salary, bonus potential, health insurance with cost supplement, IRA with company match, biweekly yoga and weekly weight training classes, reimbursement for professional development, and elder law and trust administration training (as needed).

Berkshire Law Group is an Equal Opportunity Employer in compliance with state and federal laws and considers all qualified applicants for employment opportunities.