Private Wealth Attorney

Job Description

Job Description

Senior Associate Attorney – Private Wealth Services
Location: Boston, MA

Direct Counsel is seeking a Senior Associate to join a highly regarded national law firm’s Private Wealth Services Group in its Boston office. This position offers the opportunity to work on a broad range of complex estate, business succession, tax planning, and transactional matters—many involving high-net-worth clients and closely held businesses governed by New York law.

Key Responsibilities:

• Advise on estate and business succession planning, tax strategy, and business transactions for high-net-worth individuals and closely held businesses.

• Draft estate planning documents including various trusts (grantor, non-grantor, SLATs, ILITs, QDOTs, dynasty trusts), wills, powers of attorney, and healthcare directives.

• Advise on U.S. tax issues for domestic and cross-border estate planning, expatriation, and asset protection for U.S. and foreign citizens.

• Assist with administration of trusts, including review of fiduciary tax returns and drafting of related documents such as amendments, distribution agreements, and indemnifications.

• Counsel clients on emerging issues such as cryptocurrency taxation within trusts.

• Engage directly with clients and collaborate closely with partners and senior attorneys in the group.

Qualifications:

• Juris Doctor degree required.

• Must be admitted to practice law in New York and Connecticut .

• Minimum of 3 years of experience in private wealth, estate, or tax planning.

• Must have experience with:

  • U.S. income, gift, estate, and GST tax minimization strategies.

  • Cross-border estate and philanthropic planning.

  • Cryptocurrency taxation in estate and trust contexts.

  • Drafting and administering sophisticated estate planning structures and trusts.

Compensation:
$390,000/year.
Remote work permitted up to two days per week.