Trust & Estates Attorney

Job Overview:

A highly reputable law firm is seeking a skilled Trust & Estates Attorney to join its New York office. This position is ideal for attorneys with 5+ years of experience, particularly those with expertise in complex estate planning, asset protection planning, and trusts & estates administration. An ideal candidate will also have an LLM in Taxation or a CPA. The role offers the opportunity to work on high-level matters in a collaborative environment, with access to interesting work and mentorship from senior attorneys.

Location:

• New York, NY

Duties:

• Provide comprehensive legal advice and services in the areas of complex estate planning, asset protection planning, and trusts & estates administration.

• Draft wills, trusts, and other related documents.

• Advise clients on tax-efficient estate planning strategies.

• Represent clients in estate administration, including probate and trust administration.

• Assist clients with the transfer of assets, business succession planning, and charitable giving.

• Collaborate with clients and other professionals (e.g., accountants, financial advisors) to achieve clients' goals.

• Stay current on relevant laws, regulations, and case law related to estate planning and tax matters.

Requirements:

• 5+ years of experience in trust and estates law.

• Experience with complex estate planning, asset protection planning, and trusts & estates administration.

• LLM in Taxation or CPA preferred.

• Active membership in the New York State Bar.

• Strong attention to detail, analytical thinking, and problem-solving abilities.

• Excellent written and oral communication skills.

Education:

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

Certifications:

• LLM in Taxation or CPA (preferred).

• New York State Bar membership required.

Skills:

• In-depth knowledge of trust and estates law, including estate planning and tax laws.

• Strong drafting and legal research skills.

• Ability to manage complex legal matters and prioritize workload efficiently.

• Excellent client-facing skills with the ability to build and maintain client relationships.

• High level of professionalism, ethical standards, and attention to detail.

• Strong communication and interpersonal skills, both written and verbal.

Benefits:

• Heavily subsidized health insurance premiums.

• Firm-paid HSA contributions ranging from $600 to $1,200 annually.

• 100% coverage of employee-only premiums for dental and vision insurance, with affordable options for dependents.

• Tax-advantaged accounts, such as Flexible Spending Accounts (FSA) and Dependent Care Accounts (DCA).

• Life insurance and long-term disability insurance paid by the firm.

• Employee Assistance Program (EAP).

• Traditional and Roth 401(k) options from day one, with a discretionary matching contribution after one year of service.

Ranked as one of the top law firms, this full-service law firm has offices across the country. Committed to providing the top quality of service, the attorneys build solid relationships to create a personalized solution to clients' needs. Serving clients like Fortune 500 companies, public corporations, start-ups, all sizes of business, and individuals around the world, the firm has numerous recognitions and awards for significant accomplishments. The firm and its attorneys are committed to philanthropic work in communities and charities. The firm believes in diversity and has built a team that allows them to be more creative and adaptable to clients' needs. The firm has a family-focused and supportive working environment with a positive work/life balance. The firm promotes diversity through partnerships with legal organizations, businesses, and other communities.