Trusts And Estates Associate Attorney

Job Title: Trusts and Estates Associate Attorney

Job Overview:
A well-established law firm in New York City is seeking an experienced Trusts and Estates Associate Attorney to join its dynamic team. This is an excellent opportunity for a skilled attorney to work closely with senior attorneys in providing comprehensive legal services to high-net-worth individuals, families, and businesses. The role involves estate planning, trust administration, and probate, with a focus on drafting legal documents, advising clients, and navigating complex estate issues. The position offers a hybrid remote work opportunity, with periodic travel to the Bantam office for those based in Connecticut.

Duties:

• Provide legal counsel in estate planning, trust administration, and probate matters for high-net-worth clients.
• Draft, review, and finalize key estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives.
• Offer strategic advice to clients on ways to minimize estate taxes and protect assets.
• Assist in the administration of estates and trusts, including filing legal documents, managing asset distribution, and resolving disputes.
• Stay updated on developments in estate planning, tax law, and probate law through legal research.
• Work collaboratively with clients' financial advisors and accountants to design comprehensive estate plans.
• Represent clients in probate and trust administration court proceedings when necessary.
• Build and maintain strong client relationships through effective communication and understanding of client needs.

Requirements:

• 4-6+ years of experience in trusts and estates law.
• Admission to the New York Bar (Connecticut and/or Massachusetts Bar is a plus; the ability to waive is also acceptable).
• Juris Doctorate from an ABA-accredited law school and membership in good standing with the bar.
• Proven experience in drafting estate planning documents, including complex trusts and estate administration.
• Experience with estate, gift, and fiduciary income tax returns.
• Demonstrated ability to represent fiduciaries and beneficiaries in Probate Court matters.
• Strong writing and verbal communication skills.
• Exceptional organizational skills and ability to prioritize multiple tasks.
• Ability to adapt to new information quickly and manage competing priorities effectively.
• Strong sense of responsibility, dedication, and professional conduct.
• Ability to work well with diverse personalities and within various levels of an organization.

Education:

• Juris Doctorate from an ABA-accredited law school.

Certifications:

• Admission to the New York Bar (and/or Connecticut and/or Massachusetts Bar) is required.

Skills:

• Strong writing and verbal communication.
• High level of organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience with estate planning, trust administration, and probate procedures.
• Ability to work independently and collaboratively.

Job Location:

• New York City, NY (Hybrid remote opportunity with occasional travel to Bantam office for CT-based attorneys).

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.