Lateral Trusts and Estates Partner

Job Overview:

A law firm seeks a highly experienced and dynamic Lateral Trusts and Estates Partner to join its boutique practice in Garden City, NY. The ideal candidate will have a strong background in Trusts and Estates law, particularly in high-end estate tax planning, and a proven ability to generate and maintain a substantial portable book of business. This role offers the opportunity to work with high-net-worth individuals and families, providing expert legal advice on complex estate planning and tax strategies.

Duties:

• Provide estate planning services to high-net-worth individuals and families, including drafting wills, trusts, and other legal documents.
• Advise clients on advanced estate tax planning strategies, such as gift tax planning, generation-skipping transfer taxes, and charitable giving.
• Handle estate administration and ensure compliance with federal and state estate and gift tax laws.
• Develop and maintain client relationships, and grow the firm’s trusts and estates practice through business development initiatives.
• Draft, review, and update estate planning documents including powers of attorney and advance healthcare directives.
• Represent clients in trust and estate litigation, including will contests and fiduciary disputes (optional).
• Collaborate with a team of attorneys and staff to deliver comprehensive legal services.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Active New York State Bar membership or eligibility for admission by motion.
• Minimum of 8 years of experience in trusts and estates law, with a strong focus on high-end estate tax planning.
• Proven track record of generating and maintaining a portable book of business.
• Extensive knowledge of federal and New York state estate and gift tax laws.
• Experience with advanced estate planning strategies, such as family limited partnerships, grantor-retained annuity trusts, and charitable remainder trusts.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• LLM in Taxation (preferred, but not required).
• Membership in the American College of Trust and Estate Counsel (ACTEC) (preferred, but not required).

Skills:

• Expertise in trusts and estates law, including tax planning and estate administration.
• Excellent drafting and legal writing skills.
• Strong problem-solving and analytical abilities.
• Proficient in legal research relevant to trusts and estates.
• Exceptional communication, negotiation, and client relationship-building skills.
• Proven ability to develop and maintain high-net-worth clientele.
• Ability to work collaboratively within a team of attorneys and support staff.
• Detail-oriented with a commitment to delivering high-quality legal services.

Benefits:

• 401(k) with matching.
• Flexible spending account (FSA).
• Monday to Friday work schedule.

This job listing is managed by a recruitment firm representing the hiring law firm. Candidates will be considered for placement directly with the firm.