Trusts & Estates Associate

Job Overview:
A leading law firm is seeking a highly skilled Trusts & Estates Associate with 6-9 years of experience in sophisticated estate planning and trust matters. This position offers the opportunity to work with high-net-worth individuals, businesses, nonprofits, and corporate trust departments across a range of estate planning issues, including cross-border matters. The successful candidate will advise clients on wealth preservation strategies and collaborate with other practice areas to deliver comprehensive solutions. This is a great opportunity to develop long-term client relationships and contribute to a dynamic team.

Location:
Rochester, NY

Duties:

• Advise clients on all aspects of estate planning, including estate and trust administration.

• Work with high-net-worth individuals, businesses, nonprofits, and corporate trust departments.

• Develop and implement multi-generational wealth preservation strategies.

• Provide comprehensive solutions by collaborating with other practice areas.

• Maintain strong relationships with clients, ensuring excellent service and communication.

• Handle cross-border estate planning matters (preferred but not required).

Requirements:

• 6-9 years of experience in estate planning and trust matters, with a proven track record of working with high-net-worth clients.

• Experience in cross-border estate planning is a plus.

• Strong ability to work collaboratively with other practice areas to deliver client-focused solutions.

• Excellent technical, written, and verbal communication skills.

• Proven ability to manage complex client matters independently.

Education:

• J.D. from an accredited law school.

Certifications:

• Admission to the bar in the relevant jurisdiction.

Skills:

• In-depth knowledge of estate planning, estate administration, and trust matters.

• Strong experience working with high-net-worth clients and businesses.

• Ability to develop and implement wealth preservation strategies.

• Excellent client relationship management skills.

• Strong technical skills in estate and trust law with clear, effective communication abilities.

Benefits:

• Comprehensive benefits package, including medical, dental, vision, life, and long-term disability insurance.

• Flexible spending accounts, 401(k) plan, Paid Time Off, pension plan, and more.

• Opportunity to work on complex and rewarding client matters with a focus on long-term client relationships.