Senior Trusts & Estates Associate

Choate, Hall & Stewart LLP; Boston (MA); On-site; USD 260,000 - 365,000; Full time

Job summary

A prestigious law firm in Boston seeks an experienced estate planning attorney. The role emphasizes sophisticated estate planning and gift tax analysis for ultra-high net worth clients, requiring strong drafting skills and a commitment to client service. Candidates should have over three years of relevant experience and a proactive mindset. The firm operates under a hybrid schedule, requiring in-office attendance at least four days per week. Competitive salary range is $260,000 - $365,000.

Qualifications

• Three plus years of experience in estate planning and gift tax analysis.
• Proven track record of working with ultra-high net worth clients.
• Excellent professional judgment and proactive approach.

Responsibilities

• Focus on sophisticated estate planning and gift tax analysis.
• Help clients navigate financial affairs through fiscal planning.
• Develop long-term estate planning strategies and handle administration matters.

Skills

Estate planning expertise

Tax analysis skills

Client service-oriented

Drafting skills

Judgment under pressure

Job description

With more than 100 years of history and experience, Choate Wealth is a fully integrated, high-touch, multi-family office. We provide coordinated and highly personalized advice for clients on estate, philanthropic, and tax planning, and we offer professional trustee services and independent investment management advice through Choate Investment Advisors, our SEC-registered investment advisory firm. It’s rare to find such a comprehensive offering under one roof.

Job Functions / Responsibilities

• Focus on sophisticated estate planning and gift and estate tax analysis.
• Help some of the world's wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in-house investment and trust administration professionals.
• Work with ultra-high net worth clients on various sophisticated wealth planning issues, including:
• Developing long-term estate planning strategies
• Drafting estate planning documents
• Advising on lifetime gifts
• Handling estate and trust administration matters
• Assisting with advising family businesses and charitable organizations

Qualifications

• Three (plus) years of experience focusing on sophisticated estate planning and gift and estate tax analysis.
• Excellent professional judgement.
• Strong commitment to delivering exceptional client service.
• Strong tax and drafting skills.
• Must be proactive, client service-focused, and able to work independently.
• Experience working with ultra-high net worth clients on various sophisticated wealth planning issues.

Schedule

The Firm is currently operating in a hybrid model, with the requirement that everyone should be in the office at least four days per week. This schedule is subject to change dependent on Firm, department and client needs, and will be routinely evaluated.

Work Authorization

Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).

About The Firm

Choate, one of the nation’s premier law firms, is different from most BigLaw firms in ways we believe materially benefit our clients and our talent. All of our lawyers are under one roof in Boston, focused in areas where we practice at the top of the market, nationally and internationally, and represent clients in their largest and most significant matters.

Compensation

Choate offers market-based compensation for its attorneys. The current base salary range for on-track attorneys is $225,000 for first year associates to $435,000 for Principal level attorneys, excluding bonus compensation and a generous benefits package. The anticipated salary range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. The actual offered salary for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and prior experience, attorney level placement, external market data, consideration of internal equity, and whether the role is on or off-track. $260,000 - $365,000