Sr. Associate, Trusts and Estates
Apply NowCompany: Rubin and Rudman LLP
Location: Boston, MA 02115
Description:
Sr. Associate, Trusts and Estates
About the Position
Rubin and Rudman, a prominent mid-size law firm based in Boston, seeks a senior-level associate to join our highly regarded Trusts & Estates practice. Renowned as one of the largest and most distinguished practices in Massachusetts, our Trusts & Estates group serves as a cornerstone of the firm's reputation and continued success. The ideal candidate will bring at least seven (7) years of sophisticated experience in trusts and estates planning and administration, with a proven track record advising high-net-worth individuals, families, and their professional advisors on advanced, tax-efficient wealth transfer strategies.
In this role, you will collaborate directly with our esteemed team of Trusts & Estates attorneys, contributing to and managing our comprehensive estate planning practice. We pride ourselves on a thoughtful approach, combining analytical precision, practical insights, and genuine compassion to assist families and businesses in retaining, growing, protecting, and effectively distributing their assets. Your responsibilities will include the drafting of complex and strategic estate planning documents, advising clients on asset protection techniques, business succession planning, and minimizing income, gift, and estate tax implications.
Our practice encompasses an extensive range of services, including the establishment and administration of trusts, formation of limited partnerships and LLCs for asset protection, creation of Dynasty Trusts, sophisticated life insurance planning, charitable giving strategies involving various trusts and private foundations, and Massachusetts and federal taxable estate administrations. Additionally, we prepare "core" estate planning documents, including wills, revocable trusts, durable powers of attorney, health care proxies and HIPAA Releases.
Rubin and Rudman offers competitive compensation and a comprehensive benefits package. Our firm culture emphasizes collaboration, innovation, and entrepreneurship, fostering a collegial and supportive environment where professional growth and work-life balance are highly valued.
Qualifications:
Rubin and Rudman is an equal opportunity employer. All applicants will be considered for employment without attention to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
About the Position
Rubin and Rudman, a prominent mid-size law firm based in Boston, seeks a senior-level associate to join our highly regarded Trusts & Estates practice. Renowned as one of the largest and most distinguished practices in Massachusetts, our Trusts & Estates group serves as a cornerstone of the firm's reputation and continued success. The ideal candidate will bring at least seven (7) years of sophisticated experience in trusts and estates planning and administration, with a proven track record advising high-net-worth individuals, families, and their professional advisors on advanced, tax-efficient wealth transfer strategies.
In this role, you will collaborate directly with our esteemed team of Trusts & Estates attorneys, contributing to and managing our comprehensive estate planning practice. We pride ourselves on a thoughtful approach, combining analytical precision, practical insights, and genuine compassion to assist families and businesses in retaining, growing, protecting, and effectively distributing their assets. Your responsibilities will include the drafting of complex and strategic estate planning documents, advising clients on asset protection techniques, business succession planning, and minimizing income, gift, and estate tax implications.
Our practice encompasses an extensive range of services, including the establishment and administration of trusts, formation of limited partnerships and LLCs for asset protection, creation of Dynasty Trusts, sophisticated life insurance planning, charitable giving strategies involving various trusts and private foundations, and Massachusetts and federal taxable estate administrations. Additionally, we prepare "core" estate planning documents, including wills, revocable trusts, durable powers of attorney, health care proxies and HIPAA Releases.
Rubin and Rudman offers competitive compensation and a comprehensive benefits package. Our firm culture emphasizes collaboration, innovation, and entrepreneurship, fostering a collegial and supportive environment where professional growth and work-life balance are highly valued.
Qualifications:
- J.D. degree from an accredited law school and active membership in good standing with the Massachusetts Bar.
- LL.M. in Taxation preferred, but not required.
- Minimum of 7 years of relevant experience in estate planning, trusts and estates administration, and estate and gift tax planning.
- Exceptional skills and efficiency in drafting and reviewing sophisticated estate planning and financial documents.
- Self-motivated, personable, and able to thrive both independently and collaboratively in a dynamic, client-focused environment.
- Prior experience at a reputable regional, national, or respected local law firm is strongly preferred.
Rubin and Rudman is an equal opportunity employer. All applicants will be considered for employment without attention to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.