Description

Position Summary: 

RIW is seeking an experienced Trusts & Estates Associate to join its established and growing practice. The role offers the opportunity to work on sophisticated estate planning, wealth transfer, trust administration, and probate matters for a diverse client base, including high-net-worth individuals and families, fiduciaries, business owners and closely held businesses. The successful candidate will collaborate closely with attorneys and professional advisors while providing practical, client-focused counsel and contributing to the continued growth of the Trusts & Estates practice. 

Key Responsibilities:

• Draft and implement estate planning documents, including revocable trusts and ILITs
• Draft and implement sophisticated estate planning documents, including SLATs, ILITs, IDGTs, QPRTs, and GRATs and related wealth transfer strategies including gifting and installment sales of business interests
• Preparation of family limited liability companies and limited partnerships
• Counsel clients regarding estate, gift and generation-skipping transfer tax planning
• Advise fiduciaries on trust and estate administration matters
• Handle probate and trust administration matters from inception through closing
• Prepare and review estate and gift tax returns
• Collaborate with accounts, financial advisors, and other professional advisorsParticipate in business development and client relationship activities
• Contribute to the continued growth of the Trusts & Estates practice

Requirements

Qualifications:

• JD from an accredited law school
• Admission practice in Massachusetts
• 5+ years of Trusts and Estates experience
• Strong experience with sophisticated estate planning and administration matters
• Working knowledge of general estate, gift and GST tax planning
• Excellent drafting, analytical and communication skills
• Ability to manage client relationships independently; portable business a plus
• LL.M. in Taxation or Estate Planning a plus