Trusts & Estates Associate Attorney

A law firm seeks an experienced Trusts & Estates Associate Attorney to join its Pittsford, NY office, with the option of a hybrid remote work arrangement. This role involves delivering comprehensive legal services to high-net-worth individuals, families, and businesses, focusing on estate planning, trust administration, and probate.

Duties

• Provide legal counsel and representation on estate planning, trust administration, and probate matters.
• Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Advise clients on strategies to reduce estate taxes and safeguard their assets.
• Oversee estate and trust administration, including asset distribution, filing necessary legal documents, and resolving disputes.
• Conduct legal research and remain informed on developments in estate planning, tax law, and probate law.
• Collaborate with financial advisors, accountants, and other professionals to craft comprehensive estate plans.
• Represent clients in court proceedings related to probate and trust administration.
• Build and sustain client relationships through effective communication and understanding of unique client needs.
• Meet an annual requirement of 1,800 billable hours.

Requirements

• 4-6+ years of relevant experience in trusts and estates law.
• Admission to the New York, Connecticut, and/or Massachusetts bar (or ability to waive in).
• Proven experience drafting estate planning documents, including various types of trusts, and handling complex estate and trust administration.
• Proficiency in preparing estate, gift, and fiduciary income tax returns.
• Experience representing fiduciaries and beneficiaries in Probate Court proceedings.
• Strong legal writing and verbal communication skills.
• Demonstrated ability to manage competing priorities and absorb new information quickly.
• High level of professionalism, conscientiousness, and attention to detail.
• Positive and cooperative attitude, with the ability to work collaboratively with diverse individuals across various levels of the organization.
• Military experience is welcomed.

Education

• Juris Doctorate (JD) degree from an ABA-accredited law school.

Certifications

• Active membership in good standing with the bar in applicable jurisdictions.

Skills

• Expertise in estate planning, tax law, and probate law.
• Strong interpersonal skills for effective client collaboration and relationship building.
• Exceptional organizational skills and the ability to prioritize workload efficiently.
• High standards of performance, dedication, and self-discipline.

Benefits

• Hybrid remote work flexibility.
• A supportive and inclusive work environment that values diverse backgrounds and experiences.
• Commitment to professional development and fostering a respectful, collaborative atmosphere.

This opportunity is ideal for a dedicated attorney looking to further their career in trusts and estates law while working in a collegial and professional environment.

This prominent, large, full service, New York law firm is committed to the philosophy that lawyers must be problem solvers. This firm has experienced rapid growth over the years due to its success, market salaries, and commitment to delivering quality legal services in a cost effective manner. It is at the forefront in electronic commerce and the legal issues arising from the use of the Internet for domestic and international business transactions. Attorneys at this firm are encouraged to become actively involved in their communities and many have served as members of board of directors for numerous corporations and charitable organizations, including hospitals, museums, and shelters. They believe their commitment to their community is a reflection of the high quality, hard working, dedicated, actively involved people that they are.