Trusts & Estates Associate jobs in United States
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Qualdoc ยท 1 day ago

Trusts & Estates Associate

Qualdoc is a well-established law firm seeking an experienced Trusts & Estates Associate Attorney to join its growing practice. The role involves drafting and implementing sophisticated estate planning strategies, managing estate and trust administration, and effectively communicating with clients and advisors.

Document ManagementStaffing AgencySupply Chain Management

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

Qualification

Estate planningProbate administrationTax planningLL.M. in TaxationClient communication

Required

Minimum 7 years of estate planning experience
Strong understanding of probate and trust administration
Excellent written, verbal, and client communication skills
Detail-oriented and capable of managing multiple complex matters simultaneously

Preferred

LL.M. in Taxation preferred, but not required

Benefits

Referral bonus + discretionary annual bonus
Full benefits package including medical, vision, dental, and 401(k)

Company

Qualdoc

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Qualdoc provides quality documentation review, supply chain management, industrial staffing solutions, and supplier validation services.

Funding

Current Stage
Early Stage

Leadership Team

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Thomson Silvers
CFO
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Company data provided by crunchbase