Trusts and Estates Attorney

Profile

A distinguished legal practice in Ronkonkoma, NY, seeks an accomplished attorney to take the helm of its Trusts & Estates division. This role presents a rare opportunity to counsel affluent clients on intricate estate planning matters, guiding them through asset preservation and wealth transfer strategies. The ideal candidate will possess a strong foundation in estate law and be eager to build a dynamic practice within a collaborative, high-caliber environment. Primarily an in-office role, this position offers the chance to work closely with clients while benefiting from the firm’s robust infrastructure and resources.

Key Responsibilities:

• Oversee and develop the firm’s Trusts & Estates practice, acting as a trusted advisor to high-net-worth individuals and families.

• Craft and execute tailored estate plans, including wills, trusts, and asset protection strategies.

• Provide legal guidance on tax-efficient wealth transfers, charitable giving, and business succession planning.

• Analyze and interpret relevant estate, gift, and trust tax laws to ensure compliance and optimal client outcomes.

• Represent clients in probate proceedings and estate administration, ensuring the smooth execution of final wishes.

• Collaborate with financial advisors, accountants, and other professionals to deliver a holistic planning approach.

• Stay informed on legislative updates and industry trends to refine and enhance estate planning strategies.

Qualifications & Experience:

• 1 to 6 years of experience practicing Trusts & Estates law, with exposure to high-net-worth clientele preferred.

• Strong knowledge of estate planning, tax law, and asset protection strategies.

• Exceptional drafting skills, with the ability to create comprehensive legal documents tailored to clients’ needs.

• Adept at explaining complex legal concepts in a clear, client-friendly manner.

• Ability to work independently while also fostering collaboration with colleagues and external advisors.

• Licensed to practice law in New York or be eligible for admission.

Education & Certifications:

• Juris Doctor (JD) from an accredited law school.

• Admission to the New York State Bar.

Skills & Competencies:

• Expertise in estate and trust law, with an emphasis on tax considerations.

• High-level analytical thinking and problem-solving abilities.

• Strong interpersonal skills, with the ability to build long-term client relationships.

• Detail-oriented, organized, and proactive in managing multiple cases.

• Business acumen and an entrepreneurial mindset to grow the practice.

Benefits:

• Competitive salary with performance incentives.

• 401(k) retirement plan with employer contributions.

• Employer-supported health and dental insurance.

• Disability coverage for added financial security.

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