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