Trusts & Estates Associate Attorney

A law firm seeks an experienced Trusts & Estates Associate Attorney to join its White Plains, NY office, with a hybrid remote work option. This role involves delivering comprehensive legal services to high-net-worth individuals, families, and businesses. The ideal candidate will thrive in a collaborative environment while providing tailored legal solutions to clients.

Duties

• Counsel clients on estate planning, trust administration, and probate matters.
• Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Advise clients on strategies to minimize estate taxes and protect their assets.
• Oversee the administration of estates and trusts, including managing asset distribution, preparing and filing necessary legal documents, and resolving disputes.
• Conduct legal research and stay current on developments in estate planning, tax law, and probate law.
• Collaborate with financial advisors, accountants, and other professionals to create comprehensive estate plans.
• Represent clients in Probate Court and related legal proceedings as necessary.
• Build and maintain strong client relationships by effectively understanding and addressing their needs.
• Maintain a minimum of 1,800 billable hours annually.

Requirements

• 4-6+ years of experience in trusts and estates law.
• Active bar membership in New York, Connecticut, and/or Massachusetts (or the ability to waive in).
• Demonstrated 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.
• Exceptional legal writing and verbal communication skills.
• Strong organizational skills and the ability to manage competing priorities effectively.
• Demonstrated professionalism, conscientiousness, and a sense of responsibility.
• A positive, flexible, and cooperative attitude.
• Military experience is welcomed.

Education

• Juris Doctorate from an ABA-accredited law school.

Certifications

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

Skills

• Expertise in estate planning, tax law, and probate law.
• Strong interpersonal skills to collaborate with clients and other professionals.
• Ability to absorb and apply new information quickly.
• High standards of performance and a commitment to client service.
• Capacity to work effectively with diverse personalities and at a variety of organizational levels.

Benefits

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

This position is an excellent opportunity for a motivated attorney to join a dynamic team and advance their career in the area of trusts and estates law.

Known as one of the leading 250 law firms in the country, this time-honored law firm was established more than 150 years ago. It firmly believes in diversity at the workplace and encourages pro bono and community outreach programs. The firm has fourteen offices all over New York and the surrounding regions. It concentrates on varied and proven practice areas in a multitude of industries. The firm has received numerous industry honors for its outstanding legal service.