Estate Settlement Lawyer

  • Location: Boston, MA
  • Type: Direct
  • Job #26158

Estate Settlement Lawyer – Boston – Hybrid – Salary up to $180k

A long established multi-family office is seeking an Estate Settlement lawyer. You will manage a variety of complex estate settlement tasks, requiring a thorough understanding of trusts, estate planning, investments, probate, and tax law

Responsibilities:

  • Estate Settlement: asset valuation, collection, and transfer, debt and liability payments, asset distribution, trust funding, etc.
  • Tax Compliance: federal and state estate or inheritance tax returns
  • Estate Tax Planning: estate tax planning documents, estate tax projections
  • Probate Accounting: collaborating with internal teams external counsel to submit to the Probate Court
  • Gift Tax Support: reviewing and processing complex returns

Qualifications:

  • Juris Doctor required, member of the MA Bar Association
  • 10+ years of experience in estate settlement 

Contact Erin at [email protected] for more details!

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