Senior Private Clients & Wealth Counsel

Verrill Dana LLP; Boston (MA); Híbrido; USD 203 000 - 248 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work schedule

Resumo da oferta

Verrill Dana LLP seeks an experienced Private Clients partner in Boston, MA. The role focuses on complex estate planning, fiduciary representation, and wealth-transfer strategies for individuals and families.

Collaboration with advisors and growth of the Private Clients Group are essential. The candidate will work in a hybrid setting with in-office days and participate in client succession planning and fiduciary services.

Qualificações

• J.D. from ABA-accredited law school and MA State Bar in good standing or eligible for admission.
• 8+ years in estate planning, trust administration, and related tax matters.
• Proven ability to develop and manage client relationships and drive growth.
• Strong research, writing, and verbal skills; collaborative team player.

Responsabilidades

• Lead counsel on complex estate planning, trust and estate administration, and fiduciary matters.
• Advise on sophisticated tax planning to preserve wealth and support succession.
• Oversee administration of complex estates and trusts through probate and settlements.
• Mentor associates and staff, contributing to growth of Private Clients Group.
• Maintain current knowledge of trusts, estates, tax law and regulatory developments.

Conhecimentos

Estate planning

Trust administration

Fiduciary law

Client relationships

Legal research

Written communication

Formação académica

Juris Doctor (J.D.)

Massachusetts State Bar admission

Ferramentas

Westlaw

Bloomberg Tax

Descrição da oferta de emprego

Verrill Dana LLP seeks an experienced Private Clients partner in Boston, MA. The role focuses on complex estate planning, fiduciary representation, and wealth-transfer strategies for individuals and families.

Collaboration with advisors and growth of the Private Clients Group are essential. The candidate will work in a hybrid setting with in-office days and participate in client succession planning and fiduciary services.