Trust and Estate Attorney

A law firm in New York City is seeking an insightful and detail-oriented attorney to join its trusts and estates team. This position offers a compelling opportunity to work closely with individuals, families, and fiduciaries on matters involving legacy planning, asset protection, and wealth transfer strategies. Attorneys in this role will be part of a collegial environment that combines technical excellence with deeply personal client work, offering long-term professional growth without excessive administrative burden.

Key Responsibilities:

• Design and implement customized estate plans, including wills, trusts, and related instruments

• Advise clients on tax-efficient strategies for wealth transfer and charitable giving

• Represent clients in probate and surrogate’s court proceedings, including contested and uncontested matters

• Support fiduciaries with trust administration, including compliance and beneficiary issues

• Coordinate with financial advisors, accountants, and family offices to align estate plans with broader financial goals

• Conduct legal research and prepare memoranda on estate, gift, and generation-skipping tax implications

Required Background & Licensure:

• Between 1 to 6 years of relevant experience in estate planning and administration

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

• Demonstrated knowledge of federal and New York State estate, gift, and income tax rules

• Familiarity with surrogate’s court procedures and trust administration best practices

Education:

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

• LL.M. in Taxation is preferred

Skills & Personal Attributes:

• Strong analytical and drafting skills, with a high level of precision in written work

• Excellent interpersonal communication skills and the ability to build client trust

• Discretion and sensitivity when handling confidential financial and family matters

• Organizational talent with the ability to manage multiple projects and deadlines

• Team player with initiative and a solutions-oriented approach

Compensation & Benefits:

• Employer-sponsored 401(k) retirement savings plan

• Contributions toward medical and dental insurance coverage

• Disability insurance is included for long-term financial protection

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.