Trusts & Estates Associate Attorney

Job Overview: A dynamic law firm is seeking a Trusts & Estates Associate Attorney with 2-4 years of experience in estate planning and trust administration. The ideal candidate will have a strong interest in high-net-worth estate planning, tax strategies, wealth preservation, charitable giving, and business succession planning. This role is essential in delivering comprehensive legal solutions to high-net-worth individuals, businesses, and corporate trust departments, ensuring that clients receive tailored and strategic legal counsel.

Duties:

• Draft estate planning documents, including Wills, Trusts, Powers of Attorney, Health Care Proxies, and Living Wills.
• Manage estate and trust administration cases, including court appearances in Surrogate’s Court.
• Assist with high net-worth tax planning strategies, wealth preservation, estate, and gift tax analyses, charitable giving frameworks, and business succession planning.
• Collaborate with other legal practice areas to provide clients with integrated legal solutions.
• Conduct legal research and prepare relevant legal documents.
• Communicate effectively with clients, colleagues, and other stakeholders.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the New York State Bar.
• 2-4 years of experience in trusts and estates law.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively within a team environment.

Education:

• Juris Doctor (JD) from an accredited institution.

Certifications:

• Admission to practice law in New York State is required.

Skills:

• Excellent legal research and writing capabilities.
• Strong communication and interpersonal skills.
• High attention to detail and accuracy in legal work.
• Ability to manage multiple tasks and deadlines efficiently.
• Client-focused mindset with a commitment to delivering effective legal solutions.

The principal law office is based in New York. A second office is located in Pennsylvania. Practice areas are comprehensive. Banking-finance, clean tech, environmental, health care, litigation, arbitration and mediation are some of their practice disciplines. A team of professional attorneys make up their law firm.