Trusts & Estates Associate

Job Overview:
A prestigious law firm is seeking an experienced Trusts & Estates Associate to join its Private Wealth & Family Office Practice Group in New York. The ideal candidate will have a minimum of two years of experience in estate planning and trust and estate administration. The role offers excellent opportunities for professional development, with the potential to work alongside highly skilled professionals and assume increasing responsibilities in a collaborative environment.

Location:

• New York, NY

Duties:

• Draft and review wills, trusts, and estate planning documents.

• Provide counsel on basic planning, including will and trust preparation, asset protection, and minimizing tax implications in wealth transfers.

• Utilize complex wealth transfer techniques, including GRATs, CRUTs, sales to IDGTs, and Dynasty Trusts.

• Prepare gift and estate tax transactions, including Forms 709 and 706, asset valuations, subtrust funding, and GST tax issues.

• Draft receipt and release agreements and handle fiduciary appointments.

• Advise on tax-effective methods of charitable giving, and assist in the establishment and administration of charitable foundations.

• Communicate directly with clients, offering practical solutions and strategies for estate planning.

• Participate in business development strategies and client pitch preparation.

Requirements:

• A Juris Doctor (JD) degree from an accredited law school.

• Admitted to the state bar of New York or ability to be admitted.

• At least 2 years of experience in estate planning and trust and estate administration.

• Experience working on large estates with complex tax plans.

• Proficiency in preparing Federal and State estate tax returns, probate documents, and Surrogate's Court filings.

• Ability to manage multiple tasks simultaneously in a fast-paced environment.

• Strong analytical, research, and writing skills.

• Ability to maintain confidentiality and exercise discretion with sensitive information.

Education:

• Juris Doctor (JD) from an accredited law school.

• Strong academic credentials are required.

Certifications:

• Admission to the New York Bar (or the ability to gain admission).

Skills:

• Knowledge of estate and trust income taxation and estate taxation is preferred.

• Strong communication skills, both verbal and written.

• Ability to work independently and in a team-oriented environment.

• High-level analytical and problem-solving skills.

• Excellent organizational skills with attention to detail.

Benefits:

• Medical, dental, and vision insurance.

• Life and disability coverage.

• 401(k) retirement savings plan.

• Vacation time and leave programs, including parental leave.

• Performance-based bonus eligibility for exempt roles.

• A supportive, diverse, and inclusive workplace with professional growth opportunities.

A highly respected New York firm that has grown into an international juggernaut, this AmLaw firm boasts 44 offices spread across 30 countries. The firm is renowned for its strengths in the areas of global M&A, finance, antitrust, arbitration, financial restructuring, cross-border transactions, and insolvency. But despite the firm?s top-drawer status, there?s little stodginess here ? the firm was ranked first in diversity by American Lawyer in 2017 and 2018 and, by Law360, as the top law firm for people of color. While the firm?s attorneys are expected to work hard, it is sure to be top quality, complex work that will help you take your career to the next level.