Trusts and Estates Associate

Job Overview

A law firm seeks a Trusts and Estates Associate to join its practice in Rochester, NY. The associate will work with a team focused on serving high-net-worth clients, providing advice on estate planning, tax planning, asset protection, and business succession strategies. The role involves drafting legal documents, quantifying tax impacts, and managing estate and trust administration.

Duties

• Advise clients on estate planning and tax strategies.
• Draft wills, trusts, and shareholder agreements.
• Quantify tax impacts and prepare plan structure flow charts.
• Manage estate and trust administration processes.
• Develop and maintain client and referral relationships.

Requirements

• Minimum of two years of experience in trusts and estates practice.
• Strong verbal and written communication skills.
• Analytical and quantitative skills.
• Experience in corporate and transactional work preferred.

Education

• Juris Doctor (JD) degree required.

Certifications

• License to practice law in Florida preferred.
• LLM in Taxation highly regarded.

Skills

• Strong matter management and executive functioning skills.

Benefits

• Comprehensive benefits package.

This firm practices in a diverse array of areas: Banks and Banking, Business Law, Construction Law, Creditor's Rights, Eminent Domain, Energy, Environmental Law, Governmental, Health Care, Immigration, Indian Law, Insurance Defense, Intellectual Property, International Law, Labor and Employment, Litigation, Municipal Law, Occupational Safety and Health, Patents, Professional Malpractice, Public Finance, Real Estate, Regulatory Law, Securities, Taxation, Telecommunications, Toxic Torts, Trusts and Estates, Utility Law, Wills, Workers' Compensation and Zoning, and Planning and Land Use.