Senior Estate and Trust Attorney

Profile

A law firm in New York City is actively seeking a Senior Estate and Trust Attorney with deep expertise in estate and trust planning to join their dynamic team. The ideal candidate will have a strong background in crafting comprehensive estate plans and guiding individuals and families through sensitive, often complex, financial matters. This role offers an opportunity to work alongside a dedicated group of professionals skilled in both estate administration and trust litigation, providing holistic legal services to clients facing a wide range of personal and financial challenges.

Key Responsibilities:

• Lead the creation and implementation of tailored estate planning strategies for high-net-worth individuals, families, and business owners.
• Offer counsel on matters related to wills, trusts, and asset distribution, while considering both immediate and long-term objectives of clients.
• Work closely with clients to understand their personal goals, navigating delicate family dynamics to develop solutions that align with their unique circumstances.
• Review and update existing estate plans to ensure compliance with changing laws and tax regulations.
• Provide expert legal guidance on the administration of estates, including the interpretation of wills and trusts.
• Act as a trusted advisor to clients, offering advice on strategies to minimize tax liabilities, protect assets, and ensure smooth transfer of wealth.
• Lead complex trust and estate litigation matters when required, working in collaboration with other legal professionals.
• Mentor and provide leadership to junior attorneys and support staff, fostering a collaborative and growth-oriented work environment.
• Maintain a high level of client service, ensuring responsiveness and thorough communication throughout the process.

Qualifications & Experience:

• Experience practicing law, with a focus on estate planning, trusts, and estate administration.
• Extensive knowledge of federal and state laws related to estate and trust matters, including tax implications.
• Proven track record of managing high-stakes client matters and working on intricate estate planning issues.
• Excellent interpersonal skills, with the ability to empathize and build trust with clients navigating sensitive situations.
• Strong leadership and mentoring abilities, with a focus on developing team members and fostering a collaborative work environment.
• Demonstrated ability to communicate complex legal concepts clearly and effectively, both in writing and verbally.

Education & Certifications:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the New York State Bar (or eligibility for reciprocal admission).
• LLM in Estate Planning or Taxation (preferred, but not required).

Skills & Competencies:

• Proficient in the use of legal research tools, case management software, and document drafting platforms.
• In-depth understanding of tax laws related to estates, trusts, and gift planning.
• Exceptional problem-solving and analytical abilities.
• Strong organizational skills, with the ability to manage multiple complex matters simultaneously.
• Empathetic, client-focused approach to legal practice, with the ability to handle sensitive topics with care and professionalism.

Benefits:

• Competitive 401(k) retirement plan with firm contributions.
• Comprehensive health and dental plans.
• Disability coverage.

This is a unique opportunity for a senior attorney to make a meaningful impact by advising clients on critical estate planning matters while working in a collaborative, supportive environment. Interested applicants should submit their resumes and a cover letter to apply through our recruiting firm.

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