Estate And Tax Planning Attorney

Job Title: Estate And Tax Planning Attorney

Job Overview: A prominent law firm located in Latham, NY, is actively seeking a skilled and motivated Estate and Tax Planning Attorney. This opportunity is ideal for a dedicated professional with 5-7 years of experience in high-net-worth estate and tax planning, particularly in drafting complex trusts and estate documents. The role offers the chance to work in a collaborative environment, handling a range of sophisticated estate planning matters for clients. This position is office-based in Latham, NY.

Duties:

• Develop estate plans in coordination with clients for the distribution of assets.
• Draft Wills, trusts, and related documents.
• Advise clients on retirement plans, charitable donations, and insurance options.
• Represent clients by analyzing their needs and creating customized action plans.
• Build and maintain strong relationships with clients through effective communication and guidance.

Requirements:

• 5-7 years of experience in high-net-worth estate and tax planning.
• Experience with drafting various types of trusts, including Intentionally Defective Trusts, Revocable and Irrevocable Trusts, Charitable Lead and Charitable Remainder Trusts, and Grantor Retained Trusts.
• Strong understanding of estate and tax planning strategies.
• Ability to thrive in a fast-paced environment and manage multiple projects effectively.

Education:

• A Bachelor's degree is required.

Certifications:

• Bar admission in New York is required.

Skills:

• Exceptional written and verbal communication skills.
• Critical thinking and proactive problem-solving capabilities.
• Highly organized, detail-oriented, and self-motivated.
• Ability to work effectively under pressure and maintain professionalism.
• Collaborative team player with a focus on client service.

Job Location:

• Latham, NY

Benefits:

• Health insurance coverage.
• 401(k) retirement plan.
• Life insurance.
• Paid vacation, sick, and personal days.

The firm has been around for nearly two decades and has two offices in New York. Practice areas include Estate Planning, Elder Law, Medicaid Planning, Estate & Trust Administration, Estate & Trust Litigation, Guardianship, Business Planning, Special Needs Planning, Tax Planning and Life Care Planning. Their mission is to empower clients to achieve their goals, protect their families and navigate through the complex problems encountered by each generation.