Trusts and Estates Attorney

A law firm headquartered in the heart of New York City is seeking a dedicated attorney with specialized experience in estate and trust law. The role is ideal for a legal professional who is passionate about helping clients preserve wealth, navigate generational transitions, and manage complex personal planning needs. This is a unique chance to join a team that values high-touch client service, discretion, and deep legal knowledge in an evolving field.

Primary Responsibilities

• Guide individuals and families through estate and trust planning, including the creation of wills, trusts, powers of attorney, and other personal planning instruments.

• Advise clients on tax-efficient strategies for wealth transfer and asset protection.

• Prepare and review legal documentation for sophisticated estate plans, charitable giving, and probate matters.

• Oversee and support the administration of trusts and estates, including surrogate’s court proceedings, fiduciary accountings, and tax filings.

• Counsel executors, trustees, and beneficiaries on legal obligations and rights.

• Collaborate with financial advisors, accountants, and other professionals to create comprehensive and customized solutions for clients.

• Remain current on changes in estate, gift, and inheritance tax laws at the state and federal level.

• Provide litigation support or represent clients in estate-related disputes, when necessary.

Candidate Profile

• Between 1 to 6 years of experience practicing in trusts and estates or a closely related discipline.

• Licensed to practice law in the state of New York and be in good standing.

• Background in tax law, estate administration, or elder law is beneficial but not required.

• Demonstrated ability to communicate complex legal concepts clearly and with empathy.

• Strong writing, drafting, and organizational skills.

• Client-focused mindset with a discreet and respectful approach to sensitive matters.

• Comfortable working both independently and collaboratively within a legal team.

Educational Requirements

• Juris Doctor (J.D.) from a U.S.-accredited law school.

• A completed Bachelor’s degree before attending law school.

• Additional coursework or certification in tax or estate planning is a plus, though not mandatory.

Valued Skills and Attributes

• Attention to detail in both legal writing and client interaction.

• Ability to manage multiple matters simultaneously with efficiency and care.

• Professional demeanor with the maturity to handle confidential information.

• Familiarity with estate planning software and legal research tools.

• Excellent listening and interpersonal communication abilities.

Offered Compensation & Benefits

• Employer-backed contributions to a 401(k) retirement savings program.

• Access to medical and dental coverage is supported by the firm.

• Disability protection benefits ensure income security in unforeseen circumstances.

This firm has locations in Long Island, New York, Washington, D.C., and Albany. This firm was established in 1975 and is a full-service law firm that provides legal aid to both routine and complex legal matters. This firm is one of New York's most respected firms in commercial law and government relations. Clients of this firm range from individuals, property owners, families, entrepreneurs, financial institutions, to Fortune 500 companies. This mid-size firm offers responsiveness and professionalism in each case while striving to maintain cost-efficient legal solutions.