Trust and Estates Attorney

A law firm seeks a highly skilled Trust and Estates Attorney to join its team in New York City. The ideal candidate will have 5 to 10 years of experience in managing high-net-worth clients and executing sophisticated estate planning strategies. This attorney will be responsible for handling significant taxable estates and will play a crucial role in expanding the firm's estate planning department.

Duties

• Manage a diverse portfolio of high-net-worth clients, providing comprehensive estate planning and trust administration services.
• Develop and implement sophisticated estate planning strategies that align with the client's financial goals and family dynamics.
• Handle taxable estates valued at $10 million or more, ensuring compliance with relevant tax regulations and laws.
• Prepare and review legal documents, including wills, trusts, and other estate planning instruments.
• Cultivate and maintain strong relationships with clients, providing exceptional service and advice throughout the estate planning process.
• Assist in the growth and development of the estate planning department, potentially bringing in new business opportunities.
• Collaborate with colleagues in related practice areas to provide comprehensive legal solutions to clients.
• Stay abreast of changes in estate planning laws and tax regulations to provide informed guidance to clients.

Requirements

• 5 to 10 years of experience in trust and estate law or a related field.
• Proven ability to manage high-net-worth clients and complex estate planning matters.
• Experience with taxable estates, specifically those valued at $10 million or more.
• Strong knowledge of various estate planning trust vehicles and related legal concepts.

Education

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

Certifications

• Active membership in the New York State Bar Association.

Skills

• Exceptional interpersonal and communication skills, capable of building strong client relationships.
• Strong analytical and problem-solving abilities, with attention to detail in legal documentation.
• Proven ability to work both independently and collaboratively within a team environment.
• Entrepreneurial mindset with a focus on growing the practice area.
• Proficient in legal research and drafting, with a strong command of estate planning laws and regulations.

This role presents an exciting opportunity for an experienced Trust and Estates Attorney to contribute to a dynamic team while providing high-quality legal services to a sophisticated clientele.

This firm has locations in Long Island, New York, Washington, D.C., and Albany. This firm was established in 1975 and is a full-service law firm that provides legal aid to both routine and complex legal matters. This firm is one of New York's most respected firms in commercial law and government relations. Clients of this firm range from individuals, property owners, families, entrepreneurs, financial institutions, to Fortune 500 companies. This mid-size firm offers responsiveness and professionalism in each case while striving to maintain cost-efficient legal solutions.