Lateral Hire Attorney-Estate & Trust Planning & Administration

Bose-Mckinney-; Indianapolis (IN); On-site; USD 160,000 - 230,000; Full time

Job summary

Bose McKinney & Evans LLP seeks an attorney to join the Estate and Wealth Transfer practice group. The candidate will work with seasoned partners to grow a high‑visibility practice focused on estate planning, fiduciary representation and trust administration for high net worth clients.

Requirements include 10+ years in a legal setting, superior communication and drafting abilities, and a collaborative team approach.

Qualifications

• 10+ years experience working in a legal environment (in-house and/or law firm).
• Experience working with high net worth clients in estate planning and administration, trust administration, fiduciary representation.
• Superior communication, advocacy, drafting, writing, research and analytical skills.

Responsibilities

• Deliver high‑level estate planning and administration services for high‑net‑worth clients.
• Represent fiduciaries and advise on tax and fiduciary issues with precision and discretion.
• Collaborate with partners, associates, paralegals and clients to ensure excellent service and outcomes.

Skills

Estate planning

Trust administration

High net worth clients

Legal research

Drafting and writing

Team collaboration

Job description

LATERAL HIRE – ESTATE & TRUST PLANNING & ADMINISTRATIONBose McKinney & Evans LLP is an established full-service law firm seeking to add an attorney to our Estate and Wealth Transfer practice group. Join a well-established and growing Estate and Wealth Transfer practice group, with seasoned partners. Excellent opportunity to grow your practice.Bose McKinney & Evans LLP and Bose Public Affairs Group are proud to provide equal employment opportunities to all employees and applicants for employment. To provide equal employment and advancement opportunities to all, employment decisions will be based on merit, qualifications and abilities. Bose does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender (including gender identity, sexual orientation, and pregnancy), national origin, age, disability, veteran status or genetic information, or any other protected class in accordance with applicable state and federal laws.REQUIREMENTS:10+ years experience working in a legal environment (in-house and/or law firm) working with high net worth clients in estate planning and administration, trust administration, fiduciary representation.Preference given to candidates with significant estate, gift and fiduciary income tax experience.Position requires superior communication, advocacy, drafting, writing, research and analytical skills, with the ability to work both independently and as a team member.Successful candidate will be expected to deliver a high level of professional expertise and visibility.Solid work ethic and ambitious in a team context – not at expense of team.Problem-solving manner, ability to work with variety of personalities and under pressure.Team oriented, including experience working in groups (with lawyers, paralegals, as well as clients and their other advisors).Client service orientation and high touch responsiveness expected.Possess high moral character, hard-working mindset and practical knowledge.Exceptional oral and written communication skills for use working internally with other team members and while advising clients.Ability to exercise independent judgment and discretion with strong attention to detail.