Domestic Estate Planning Associate

Job Overview

A law firm seeks a skilled and experienced Domestic Estate Planning Associate to join its Private Client and Tax team in New York. This position offers a unique opportunity to work with high-net-worth clients on complex wealth structures, trust and estate administration, and tax planning while contributing to the team’s growth and business development initiatives.

Duties

• Advise clients on a broad range of private client and trust/estate administration matters, including complex wealth structures and sophisticated estate planning strategies.
• Draft, explain, recommend, and finalize comprehensive estate planning documents such as testamentary estate plans, irrevocable trusts, and leveraged gifting strategies.
• Conduct detailed tax analyses involving estate, gift, GST, and income taxation of trusts and estates.
• Prepare and review gift and estate tax returns and address related compliance issues.
• Provide counsel on post-mortem planning, income tax planning using trusts (e.g., QSBS planning), and estate administration.
• Identify and advise on cross-border and/or income tax considerations, as applicable.
• Engage in business development activities, including writing articles, attending events and conferences, and networking with private wealth contacts and intermediaries.
• Contribute to the team’s profile through strategic collaboration and relationship building with peers, global counsel, and other professional organizations.

Requirements

• Minimum of 4-6 years of experience practicing in trusts and estates law or private client services within a law firm.
• Expertise in domestic estate planning; international experience and/or income tax knowledge is a plus.
• Strong project management skills and the ability to prioritize multiple tasks effectively.
• Excellent research, drafting, and communication abilities.
• Team-oriented mindset with meticulous attention to detail.

Education

• A Juris Doctor (J.D.) degree is required.
• LL.M. in Taxation or Estate Planning is highly desirable.

Certifications

• Admission to the New York State Bar is mandatory.

Skills

• Proficiency in drafting complex legal documents related to estate planning.
• Strong analytical and research skills, especially concerning taxation laws and regulations.
• Exceptional written and verbal communication.
• Business development acumen with an ability to build and maintain professional networks.

Location

• New York, NY

Benefits

• Opportunity to work in a globally recognized legal practice.
• Collaboration with a team of experts in estate planning and private client services.
• Exposure to high-profile and international clients with significant legal challenges.
• Supportive and inclusive workplace culture focused on professional growth and diversity.

For inquiries about this opportunity, please contact us as your recruiting partner. We are excited to assist qualified candidates in connecting with this exceptional opportunity.

There are law offices based throughout the US, Europe, the Caribbean and Asia. With over a century of legal expertise to their credit, the firm staffs more than seven-hundred professionals globally. There are one-hundred and nine partners. Key practice areas consist of business and personal services. Disciplines are significant namely banking, commercial litigation-arbitration, legal risk management, divorce-family law and wealth structuring. Industry accolades are abundant for the legal practice. They encourage diversity in the labor force.