Private Client Trusts and Estates Counsel

Job Overview:

A distinguished law firm is seeking a seasoned Private Client Trusts and Estates Counsel with a minimum of 8 years of experience. The candidate will provide support for the firm’s New York office, with flexibility in work arrangements, including hybrid work and the option to work from other firm offices. The role involves advising high net worth individuals and families on sophisticated estate planning and trust administration, including multijurisdictional estate planning and tax-efficient family wealth transfer strategies.

Location:

• New York, NY

Duties:

• Provide estate planning and estate/trust administration services
• Advise on tax-efficient family wealth transfer strategies, business succession, and asset protection planning
• Assist in multijurisdictional estate planning for high net worth individuals
• Draft and review complex estate planning documents
• Collaborate with family offices, fiduciaries, and other professionals on private client matters
• Provide legal counsel on succession planning and tax matters relevant to trusts and estates

Requirements:

• Minimum of 8 years of experience in trusts and estates, including tax and succession planning
• Strong technical, client service, and professional skills
• Excellent written and verbal communication abilities
• Ability to work collaboratively and proactively within a team
• Effective problem-solving skills, with the ability to work independently
• Member of the New York State Bar in good standing

Education:

• Juris Doctor (JD) from an accredited law school

Certifications:

• Admission to the New York State Bar

Skills:

• Expertise in estate planning and trust administration
• In-depth knowledge of state and federal tax laws
• Strong legal drafting and advisory skills
• Ability to manage high-net-worth clients and complex estate matters
• Excellent client communication and relationship-building skills

Benefits:

• Hybrid work schedule offering flexibility between in-office and remote work
• Comprehensive health insurance plans
• 401(k) and retirement planning options
• Paid vacation and sick leave
• Opportunities for professional development and career advancement

This firm is all about keeping costs low and revenue high--by servicing regional clients (including some impressive Manhattan companies) from their New Jersey offices. Although not terribly interested in glitz or glamour, this firm's practice areas, in particular ERISA and technology departments, do a good job of keeping step with their larger, more urban law firm competitors. Although one of New Jersey's largest and oldest firms, these lawyers try their best to keep a young attitude and management philosophy--and, according to our sources--are succeeding.