Trusts & Estates Associate

Key Responsibilities

• Draft and implement sophisticated estate planning strategies, including estate, gift, and generation-skipping tax planning
• Prepare and review related tax returns
• Manage estate and trust administration, including all aspects of Massachusetts probate and trust law
• Handle routine probate administrations from start to finish
• Communicate effectively with clients, fiduciaries, and professional advisors

Qualifications

• Minimum 7 years of estate planning experience
• Strong understanding of probate and trust administration
• Excellent written, verbal, and client communication skills
• LL.M. in Taxation preferred, but not required
• Detail-oriented and capable of managing multiple complex matters simultaneously

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.