Senior Associate Estate Planning

Description
High-End Boutique Firm Seeks Estate Planning Senior Associate or Junior Partner


About Firm & Position:

Well-established Westwood-based business advisory law firm has evolved into a purely transactional business law firm specializing in corporate, tax, and estate planning. The firm is highly regarded for its sophisticated, high-net-worth client base, collaborative culture, and low turnover.


Estate Planning Senior Associate Responsibilities:

+ Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations.

+ Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions.

+ Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes.

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