Private Client Trusts & Estates Associate / Senior Associate

Job Overview

A law firm seeks a Private Client Trusts & Estates Associate / Senior Associate with a minimum of 4 years of experience to join their practice in New York, NY. The ideal candidate will have expertise in high-net-worth trust and estate planning and administration, with knowledge of state and federal tax laws.

Duties

• Advise on estate, gift, and charitable planning.
• Handle administration of estates and trusts.
• Collaborate with multidisciplinary teams for client solutions.
• Develop tax-efficient family wealth transfer strategies.

Requirements

• Minimum of 4 years of experience in trusts and estates.
• Strong technical, professional, and client service skills.
• Excellent written and verbal communication skills.
• Ability to work independently and proactively.
• Member of New York State bar in good standing.

Education

• Juris Doctor (JD) degree required.

Certifications

• Admission to the New York State Bar.

Skills

• Proficiency in tax and succession planning.
• Strong advocacy and problem-solving skills.
• Team-oriented with a collaborative approach.

Benefits

• Hybrid in-office/remote work schedule.
• Flexibility on in-office days and location.

This firm is all about keeping costs low and revenue high--by servicing regional clients (including some impressive Manhattan companies) from their New Jersey offices. Although not terribly interested in glitz or glamour, this firm's practice areas, in particular ERISA and technology departments, do a good job of keeping step with their larger, more urban law firm competitors. Although one of New Jersey's largest and oldest firms, these lawyers try their best to keep a young attitude and management philosophy--and, according to our sources--are succeeding.