Trust and Estate Attorney

Profile

A law firm in New York City is seeking an insightful and detail-oriented attorney to join its trusts and estates team. This position offers a compelling opportunity to work closely with individuals, families, and fiduciaries on matters involving legacy planning, asset protection, and wealth transfer strategies. Attorneys in this role will be part of a collegial environment that combines technical excellence with deeply personal client work, offering long-term professional growth without excessive administrative burden.

Key Responsibilities:

• Design and implement customized estate plans, including wills, trusts, and related instruments

• Advise clients on tax-efficient strategies for wealth transfer and charitable giving

• Represent clients in probate and surrogate’s court proceedings, including contested and uncontested matters

• Support fiduciaries with trust administration, including compliance and beneficiary issues

• Coordinate with financial advisors, accountants, and family offices to align estate plans with broader financial goals

• Conduct legal research and prepare memoranda on estate, gift, and generation-skipping tax implications

Required Background & Licensure:

• Between 1 to 6 years of relevant experience in estate planning and administration

• Licensed to practice law in the State of New York and be in good standing

• Demonstrated knowledge of federal and New York State estate, gift, and income tax rules

• Familiarity with surrogate’s court procedures and trust administration best practices

Education:

• Juris Doctor (J.D.) from an accredited U.S. law school

• LL.M. in Taxation is preferred

Skills & Personal Attributes:

• Strong analytical and drafting skills, with a high level of precision in written work

• Excellent interpersonal communication skills and the ability to build client trust

• Discretion and sensitivity when handling confidential financial and family matters

• Organizational talent with the ability to manage multiple projects and deadlines

• Team player with initiative and a solutions-oriented approach

Compensation & Benefits:

• Employer-sponsored 401(k) retirement savings plan

• Contributions toward medical and dental insurance coverage

• Disability insurance is included for long-term financial protection

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306