Estate and Tax Planning Attorney

Job Overview

An established law firm is seeking an experienced Estate and Tax Planning Attorney to join its office in Latham, NY. This role requires expertise in handling high net worth estate planning, with a focus on trusts, charitable planning, and tax strategies. The successful candidate will possess strong communication skills and the ability to work both independently and as part of a collaborative team. This is a full-time position with opportunities for professional development and competitive benefits.

Location

• Latham, NY

Duties

• Consult with clients to discuss estate and tax planning needs, including asset distribution and tax implications.
• Draft and prepare estate planning documents, such as wills, revocable and irrevocable trusts, powers of attorney, and other related documents.
• Provide counsel on retirement planning, charitable contributions, and insurance options.
• Develop strategies for clients' estate and tax plans, with a focus on high net worth individuals.
• Represent clients in court proceedings as necessary.

Requirements

• 5-7 years of experience in estate and tax planning, particularly for high net worth clients.
• Strong analytical and critical thinking skills.
• Ability to work effectively under pressure and within deadlines.
• Highly organized and detail-oriented.
• A collaborative team player with the ability to work independently.

Education

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

Certifications

• Licensed to practice law in New York (required).

Skills

• Proficient in estate and tax planning for high net worth individuals.
• Experience with drafting Intentionally Defective Trusts, Revocable and Irrevocable Trusts, Charitable Trusts, and Grantor Retained Trusts.
• Strong written and verbal communication skills.
• Ability to advocate for clients and develop comprehensive estate plans.

Benefits

• 401(k) plan with matching contributions.
• Health, dental, and vision insurance.
• Life insurance.
• Paid vacation, sick, and personal time.
• Professional development assistance.

The firm has been around for nearly two decades and has two offices in New York. Practice areas include Estate Planning, Elder Law, Medicaid Planning, Estate & Trust Administration, Estate & Trust Litigation, Guardianship, Business Planning, Special Needs Planning, Tax Planning and Life Care Planning. Their mission is to empower clients to achieve their goals, protect their families and navigate through the complex problems encountered by each generation.