Estate Planning Attorney

Job Overview

A boutique law firm located in Lenox, Massachusetts is seeking an experienced Estate Planning Attorney to join its expanding Trusts & Estates and Elder Law practice. This senior-level position is ideal for an attorney who enjoys working closely with individuals and families to craft strategic, tax-efficient estate plans while helping clients navigate asset protection, long-term care, and elder law matters. The firm offers a collaborative and client-focused culture, advanced support infrastructure, and a clear path to partnership for attorneys looking to grow their practice in a meaningful and sustainable way.

Location

• Lenox, Massachusetts

Duties

• Draft and review estate planning documents, including:

  • Wills

  • Revocable trusts

  • Durable powers of attorney

  • Health care proxies and HIPAA releases

• Provide comprehensive legal counsel on estate, tax, and asset protection planning

• Develop and implement income, gift, and estate tax minimization strategies

• Form and administer various types of trusts, including:

  • Life insurance trusts

  • Charitable trusts

  • Irrevocable and special needs trusts

• Establish and maintain limited liability companies (LLCs) for asset protection

• Advise on Massachusetts and federal estate tax compliance and administration

• Present at educational events, including seminars, webinars, and workshops

• Collaborate with care coordinators and benefits specialists on long-term care planning

• Build and maintain long-term relationships with clients and their financial advisors

Requirements

• Experience in estate planning; elder law experience preferred

• Experience in trust and estate administration, asset protection, and tax strategy

• Ability to manage complex client matters independently

• Strong relationship-building skills and a commitment to exceptional client service

• Interest in leadership and business development, including potential firm growth initiatives

Education

• Juris Doctor (JD) from an accredited U.S. law school

Certifications

• Active and good-standing member of the Massachusetts Bar

• New York admission acceptable with willingness to obtain Massachusetts Bar license

Skills

• Proficient in drafting sophisticated estate and trust documents

• Strong analytical, organizational, and communication skills

• Ability to present legal concepts in a clear and client-friendly manner

• Experience collaborating with multidisciplinary teams (e.g., care coordinators, tax professionals)

• Entrepreneurial mindset with the ability to lead and grow a legal practice

Benefits

• Competitive base salary with performance-based bonus potential

• Health insurance with employer cost supplement

• Employer-matched IRA retirement plan

• Reimbursement for professional development

• In-house elder law and trust administration training (as needed)

• Biweekly yoga sessions and weekly weight training classes

• Supportive, growth-oriented culture with partnership potential