Partner

William James Recruitment; Boston (MA); Hybrid; USD 190,000 - 270,000; Full time

Benefits offered by this job

Hybrid working arrangement

Health, dental and vision insurance

Paid time off

Opportunity to develop Private Client/

Job summary

William James Recruitment is assisting a highly regarded US law firm in Boston to recruit an experienced Trusts & Estates Partner for its sophisticated Private Client practice.

The ideal candidate will advise high-net-worth individuals and families on estate planning, wealth transfer, and administration, with a strong technical background and an established practice. This role offers a hybrid working arrangement and the opportunity to develop an established Private Client practice.

Qualifications

• Significant experience in trusts and estates/private client work.
• Established client base or portable book of business preferred.
• Strong technical background and excellent client skills.

Responsibilities

• Advising high-net-worth individuals and families on sophisticated estate planning matters
• Advising clients on trusts, estates and wealth transfer strategies
• Advising on estate, gift and generation-skipping transfer tax matters
• Preparing and drafting wills, trusts and other estate planning documents
• Advising on business succession and wealth preservation
• Advising on lifetime gifting and charitable planning
• Handling complex estate and trust administration matters
• Working closely with other professional advisers to deliver tailored solutions
• Developing and maintaining strong, long-term client relationships
• Continuing to develop and grow an established client practice

Skills

Trusts & Estates experience

Private client practice

Job description

This is an exciting opportunity for an experienced Trusts & Estates Partner to join a highly regarded US law firm in Boston, working as part of an established and sophisticated Private Client practice.

Our client is seeking an experienced Trusts & Estates attorney to advise high-net-worth individuals and families across a broad range of sophisticated estate planning, wealth transfer and administration matters.

The ideal candidate will have significant experience in trusts and estates/private client work, with a strong technical background, excellent client skills and an established practice.

The role will include:

• Advising high-net-worth individuals and families on sophisticated estate planning matters
• Advising clients on trusts, estates and wealth transfer strategies
• Advising on estate, gift and generation-skipping transfer tax matters
• Preparing and drafting wills, trusts and other estate planning documents
• Advising on business succession and wealth preservation
• Advising on lifetime gifting and charitable planning
• Handling complex estate and trust administration matters
• Working closely with other professional advisers to deliver tailored solutions
• Developing and maintaining strong, long-term client relationships
• Continuing to develop and grow an established client practice

The successful candidate will ideally have an established client base and/or portable book of business, together with a strong reputation in the Boston Private Client market.

This is an excellent opportunity for a Trusts & Estates Partner looking to join a well-established platform, work on high-quality matters for sophisticated clients and continue developing their practice.

Benefits

• Competitive compensation, dependent on experience and practice
• Hybrid working arrangement
• Health, dental and vision insurance
• Paid time off
• Opportunity to further develop an established Private Client practice