Trusts and Estates Planning Associate
About The Position
The Firm is seeking an Associate to join its Trusts & Estates team in its Battery Park, NYC or Uniondale, Long Island offices. This is an opportunity for an experienced attorney to join an established trusts and estates practice with an existing client base and significant responsibility from day one. The role oversees the preparation of wills and other wealth transfer documents for clients with varying family circumstances and levels of wealth. The Associate leads and advises clients and families on customized estate planning and wealth transfer strategies, probate proceedings, and complex estate planning. The role also includes drafting and overseeing estate planning documents, managing trust and estate administration, guiding clients throughout the planning process, and keeping current on estate planning, tax, and asset protection developments.
Requirements
- At least 5 years of experience in trust and estate planning.
- Juris Doctor (JD) degree.
- Excellent academic credentials.
- Admission and good standing in the State of New York.
- Excellent written and verbal communication skills.
- Strong professional judgment, problem-solving, and decision-making skills.
- Ability to communicate professionally with internal and external clients.
- Proactiveness, resourcefulness, and a strong work ethic.
- Ability to work independently and multitask.
Nice To Haves
- LLM in tax.
- Tax experience.
- Special needs planning experience.
- Elder law experience.
Responsibilities
- Lead and advise clients and families on customized estate planning and wealth transfer strategies, probate proceedings, and planning for complex estates.
- Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools.
- Manage all aspects of trust and estate administration.
- Manage the client experience from initial consultation through drafting, signing, and follow-up.
- Maintain knowledge of developments in estate planning, tax, and asset protection to provide thoughtful legal guidance.
Benefits
- Competitive salary.
- Excellent benefits package.
- Collaborative, friendly work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
