Trusts & Estates Associate Attorney

A reputable law firm in New York City is seeking a Trusts & Estates Associate Attorney to join its team. The firm specializes in providing sophisticated estate planning solutions for high-net-worth clients. This is an excellent opportunity for a driven, detail-oriented attorney with 2–4 years of relevant experience to join a collaborative and entrepreneurial environment. The ideal candidate will be passionate about estate planning and tax compliance, with the ability to manage complex matters and provide exceptional client service.

Location:

• New York, NY

Duties:

• Document Drafting and Review: Prepare and review estate planning documents, including wills, trusts, powers of attorney, and health care directives, tailored to clients' wealth transfer and protection strategies.
• Tax Compliance: Assist with the preparation of Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return) to ensure tax compliance and support strategic tax minimization.
• Probate and Trust Administration: Manage the probate administration process, including drafting petitions and accountings, while guiding clients through complex administration issues.
• Client Relations and Strategic Planning: Work directly with clients and their advisors to develop and implement advanced asset protection and wealth transfer planning strategies.
• Research and Analysis: Conduct legal research and provide analysis on estate, gift, and generation-skipping transfer taxes, as well as trust and probate law.

Requirements:

• 2–4 years of experience in trusts and estates law
• JD from an ABA-accredited law school, graduating in the top 20% of the class
• LLM in Taxation is preferred
• Admission to the New York State Bar or eligibility to waive into the NY bar
• Strong knowledge of estate and gift tax compliance
• Familiarity with estate drafting software is preferred
• Excellent attention to detail and effective communication skills
• A commitment to maintaining confidentiality and delivering exceptional client service

Education:

• Juris Doctor (JD) from an ABA-accredited law school
• LLM in Taxation (preferred)

Certifications:

• Admission to the New York State Bar (or eligibility to waive in)

Skills:

• Strong legal research and writing skills
• Expertise in estate and gift tax compliance
• Proficiency in drafting estate planning documents
• Familiarity with estate planning software
• Ability to manage multiple cases simultaneously
• Exceptional client service and communication skills

Benefits:

• Comprehensive benefits package (health, dental, and vision insurance)
• Paid time off
• Opportunities for career growth and professional development
• Collaborative and entrepreneurial work environment

Representing a vast array of individuals and businesses, including banking institutions, start-up and middle-market companies, real estate developers, law firms, entertainment companies, artists, tech companies, product manufacturers and many more, this firm has the sophistication of a large law firm coupled with the personal attention and responsiveness of a small firm, all bundled in a cost-conscious, result-focused package. It has offices in two of the country's largest states and a workforce that comprises of a diverse team of experienced, accomplished attorneys and support staff who work tirelessly with a big picture perspective to achieve positive, cost-effective results. The firm sponsors first-rate training courses and seminars for its employees and offers excellent compensation packages and active community involvement, all of which foster a teamwork driven culture and dynamic approach in an ever-changing legal landscape.