Paralegal Tax experience is a plus not a must 75k Mon-Fri 8-5pm 1 day remote
Estate Planning
- Regularly meet with individuals and families to discuss estate planning needs and options
- Draft Wills, Revocable and Irrevocable Trusts, Durable General Powers of Attorney, Health Care Proxies, HIPAA Medical Authorizations and Nominations of Guardian
- Provide guidance on beneficiary designations for retirement benefits and life insurance
- Assist clients with lifetime funding of trusts and probate avoidance
- Counsel on asset allocation and gifting strategies to minimize federal and state estate tax
- Prepare Promissory Notes and Mortgages for intra-family loans
- Establish Limited Liability Companies to hold rental property
Estate Administration
- Prepare and file paperwork in Probate Court
- Assist with collection and distribution of estate and trust assets
- Oversee trust administration, including funding of marital and family trusts
- Prepare, file and secure allowance of probate and trust accountings
- Advise fiduciaries on post-mortem tax planning
- Prepare and file federal, Massachusetts and other state estate tax returns
- Serve as fiduciary, including Personal Representative and Trustee
Gift Tax Returns
- Prepare and file all gift tax returns; manage the ongoing production of completed returns to avoid running up against filing deadlines
- Maintain an annual spreadsheet of returns and the status of the preparation
- Prepare letters to existing clients and new clients each January
- Follow up with post-April extension clients to ensure timely filing in October
- Maintain the organization of all filed returns