About the Trusts and Estates Attorney Role at Robert Half

Robert Half Legal Permanent Placement is excited to partner with a premier law firm in Wellesley Hills, Massachusetts, to find an exceptional Trusts and Estates Attorney. This is a unique opportunity for a seasoned lawyer specializing in estate planning, wealth transfer, and trust administration to join a dynamic team. With a competitive salary context of $150,000, hybrid work flexibility, and no billable hour mandates, this position stands out in the competitive Massachusetts legal market. Ideal for attorneys bringing their own book of business, the role offers significant quarterly and annual bonuses, free parking, and an outstanding company culture that prioritizes work-life balance and professional growth.

In this full-time position, you'll provide high-level legal counsel to high-net-worth clients, crafting sophisticated strategies for tax-efficient wealth preservation and transfer. Wellesley Hills, a affluent suburb of Boston, provides an ideal setting for estate planning professionals serving discerning clientele. Whether you're drafting intricate trusts, navigating probate courts, or collaborating with financial advisors, your expertise will directly impact clients' legacies.

Key Responsibilities

As a Trusts and Estates Attorney, your days will be filled with impactful work:

• Deliver strategic estate planning advice, encompassing wills, revocable and irrevocable trusts, charitable giving vehicles, and advanced techniques like dynasty trusts.
• Draft, review, and customize legal documents including powers of attorney, healthcare directives, and complex trust agreements to meet unique client objectives.
• Oversee trust administration and probate proceedings, guiding executors, trustees, and fiduciaries through compliance with Massachusetts and federal regulations.
• Conduct in-depth tax analysis for estate, gift, and generation-skipping transfer taxes, optimizing plans to minimize IRS and state liabilities.
• Partner with CPAs, financial planners, and investment advisors to create comprehensive wealth management blueprints.
• Advocate for clients in probate court, litigating contested wills, trust disputes, and fiduciary challenges with finesse.
• Monitor legislative changes in tax codes, such as the Tax Cuts and Jobs Act implications or Massachusetts estate tax reforms, to refine client strategies.
• Build enduring client relationships through proactive communication, ensuring alignment with evolving family dynamics and financial goals.
• Perform rigorous audits of trust portfolios and estate plans for legal robustness and alignment with client intent.

Required Qualifications for Success

To thrive in this role, candidates must possess:

• 7+ years of dedicated experience in trusts and estates practice, with a track record in tax-efficient planning.
• A portable book of business to accelerate integration and revenue generation.
• Juris Doctor from an accredited law school and active licensure to practice in Massachusetts.
• Deep proficiency in federal estate/gift tax rules (IRC Sections 2001-2704) and Massachusetts Uniform Probate Code.
• Proven collaboration skills with interdisciplinary teams in wealth management.
• Exceptional drafting abilities for sophisticated legal instruments.
• Comfort representing clients in adversarial probate litigation.
• Commitment to continuous education on estate planning innovations like SLATs, IDGTs, and CRTs.

This position demands not just technical prowess but also the empathy to counsel families during life's transitions.

Why Join This Team in Wellesley Hills, MA?

Beyond the lucrative compensation—base around $150K plus substantial bonuses—this role offers unparalleled perks. Enjoy hybrid scheduling for better work-life integration, zero billable requirements to focus on quality over quantity, and free parking in a prime location. The firm's collegial culture fosters mentorship, innovation, and community involvement. Leverage Robert Half's renowned permanent placement expertise to secure this career-defining opportunity. With Wellesley Hills' proximity to Boston's legal hubs and affluent demographics, you'll serve clients whose estates demand the highest caliber of counsel. Apply now to elevate your trusts and estates career!