Trust and Estates Attorney

Job overview
A law firm seeks a Trust and Estates Attorney in New York City to provide sophisticated estate planning and administration services for high-net-worth individuals, including tax and trust matters for individuals, business owners, and charitable organizations.

Duties

• Advise clients on estate planning, trust administration, estate administration, and related tax audits.

• Draft wills, revocable and irrevocable trusts, business succession instruments, and charitable giving documents.

• Assist executors and trustees with inventories, asset valuations, accountings, and distributions under governing documents.

• Handle estate, gift, and generation-skipping transfer tax matters.

• Maintain client relationships by providing ongoing support and updates throughout the planning and administration process.

• Review and oversee the work product of associates and paralegals.

Requirements

• Minimum of eight years of experience in a law firm’s trust and estates group.

• Proven experience preparing and auditing estate, gift, and generation-skipping transfer tax returns.

• Excellent judgment, critical thinking, and the ability to manage multiple complex matters simultaneously.

• Strong analytical, writing, and communication skills.

• Ability to work independently, prioritize tasks effectively, and mentor junior team members.

Education

• Juris Doctor (J.D.) and membership in the New York Bar.

Certifications

• Admission to the New York State Bar.

Skills

• Proficiency with Microsoft Office and Aderant Expert Time (or similar timekeeping software).

Benefits

• Medical, dental, and vision care

• Life and disability insurance

• Flexible spending plans and commuter benefits

• 401(k) retirement plan

Established more than thirty years ago, this AV-rated legal practice focuses on media, entertainment, and advertising sectors. Its offices are located in New York and New Jersey. The firm employs a fairly large group of highly skilled attorneys who focus on issues related to intellectual property, publishing, new media, entertainment, branded entertainment, and celebrity branding. The attorneys here are actively involved in a number of philanthropic endeavors throughout the year.