Trust & Estates Counsel

Trusts & Estates Counsel

Job Overview

An established law firm is seeking a seasoned Trusts & Estates Counsel with a minimum of 5 years of experience to join its private client practice. This is an excellent opportunity for a knowledgeable attorney to take on a leadership role advising high-net-worth individuals, families, fiduciaries, and business owners on complex estate planning and administration matters. The ideal candidate will bring strong technical proficiency and sound judgment in handling sophisticated tax and estate planning strategies.

Location

• New York, NY

Duties

• Advise clients on complex estate, gift, and generation-skipping transfer tax matters

• Draft a wide range of estate planning documents, including wills, revocable and irrevocable trusts, GRATs, SLATs, IDGTs, and charitable structures

• Counsel fiduciaries and beneficiaries in trust and estate administration matters

• Coordinate with tax professionals on estate and gift tax filings (e.g., Forms 706, 709)

• Handle business succession planning and family office advisory services

• Provide strategic guidance on wealth transfer, tax minimization, and legacy planning

• Supervise junior attorneys and support staff, as applicable

• Stay up-to-date with relevant changes in tax and trust law

Requirements

• Minimum of 5 years of experience in trusts and estates law

• Proven ability to handle complex planning for high-net-worth clients

• Experience managing estate administration and trust matters

• Strong understanding of fiduciary responsibilities and probate procedures

• Ability to work independently and collaboratively within a team

Education

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

Certifications

• Active bar membership in at least one U.S. jurisdiction (state-specific license required based on office location)

• LL.M. in Taxation or Estate Planning (preferred but not required)

Skills

• Excellent drafting and analytical skills

• Advanced knowledge of federal estate, gift, and generation-skipping transfer tax laws

• Strong interpersonal and communication skills

• High attention to detail and commitment to client service

• Ability to manage multiple client relationships and matters concurrently

Benefits

• Competitive compensation and discretionary performance bonuses

• Comprehensive health, dental, and vision coverage

• 401(k) retirement plan with employer match

• Paid time off and holidays

• Professional development support, including CLEs and bar dues

• Partnership track consideration based on performance

The main law office is headquartered in New York. Areas of specialization are real estate, finance, leasing and trusts-estates. Forty-five competent attorneys are employed at the firm. Other law offices are located in Texas and Arizona.