Private Wealth Associate

Job Overview:
A highly regarded law firm is seeking a Private Wealth Associate to join its New York office. This position is ideal for an attorney with 3 to 4 years of experience in high-end trust and estate planning. The role offers the opportunity to work with high-net-worth individuals and families on complex estate planning matters.

Location:

• New York, NY

Duties:

• Assist clients with high-end trust and estate planning, including drafting wills, trusts, and other estate planning documents.
• Provide legal advice to high-net-worth individuals and families on wealth transfer, asset protection, and tax planning strategies.
• Work with clients to develop customized estate plans that reflect their personal goals and objectives.
• Advise clients on complex estate and gift tax issues, charitable giving, and fiduciary matters.
• Collaborate with tax professionals and financial advisors to ensure the implementation of integrated estate plans.
• Represent clients in probate and trust administration matters, including handling contested estate issues.
• Conduct research on relevant legal issues and trends in estate planning.
• Maintain strong client relationships and provide exceptional service throughout the estate planning process.

Requirements:

• 3 to 4 years of experience in high-end trust and estate planning.
• Strong knowledge of estate and gift tax laws, as well as fiduciary responsibilities.
• Experience in drafting estate planning documents, including wills and trusts.
• Ability to advise clients on complex estate planning strategies.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Detail-oriented and highly organized with the ability to manage multiple projects.

Education:

• Juris Doctor (JD) from an accredited law school.
• Admission to the New York State Bar (or willingness to obtain).

Certifications:

• None required, but any certifications in estate planning or related areas are a plus.

Skills:

• Expertise in trust and estate planning and related tax laws.
• Proficiency in legal research and drafting of estate planning documents.
• Strong communication and interpersonal skills.
• Excellent organizational skills and ability to manage multiple priorities.
• Ability to work collaboratively with clients and other professionals.

Benefits:

• Competitive salary commensurate with experience.
• Comprehensive health benefits (medical, dental, vision).
• Retirement plan options, including 401(k) with employer matching.
• Generous paid time off and holiday benefits.
• Opportunities for professional development and career advancement.
• Collaborative and supportive work environment.

This international, mid-sized New York firms core areas of practice include corporate, litigation, bankruptcy, real estate, tax, and trusts and estates. The firm maintains a friendly relaxed atmosphere and many of its attorneys are well known nationally. Associates receive early responsibility as well as good training. Office space at this firm is among the nicest of any firm in New York, and attorneys frequently socialize outside of the office. In addition, attorneys receive competitive salaries and benefits.