Estate and Tax Planning Attorney

Profile

Job Overview

A law firm seeks a highly experienced Estate and Tax Planning Attorney with approximately thirteen years of practice advising individuals and families on sophisticated estate, gift, and tax planning matters. This role focuses on designing and implementing comprehensive planning strategies tailored to complex financial and family circumstances. Location: New York City

Duties

• Advise clients on estate, gift, and generation-skipping transfer tax planning strategies
• Draft and review wills, trusts, powers of attorney, and advance directives
• Design and implement sophisticated estate planning structures for high-net-worth clients
• Provide counsel on tax-efficient wealth transfer and asset protection strategies
• Coordinate with financial advisors, accountants, and other professionals
• Review and update existing estate plans to reflect changes in law or client circumstances
• Mentor junior attorneys and contribute to practice development as appropriate

Requirements

• 13 years of experience in estate and tax planning
• Extensive experience working with high-net-worth individuals and families
• Strong knowledge of federal and state tax laws affecting estate planning
• Ability to independently manage complex client matters

Education

• Juris Doctor (JD) from an accredited law school

Certifications

• Active license to practice law in New York (in good standing)

Skills

• Advanced estate and tax planning strategies
• Drafting complex wills, trusts, and related instruments
• Tax analysis and wealth transfer planning
• Client counseling and relationship management
• Strategic thinking and attention to detail
• Excellent written and verbal communication skills

Benefits

• Competitive compensation reflective of senior-level expertise
• Opportunity to work with a sophisticated private client practice
• Long-term growth and leadership opportunities within the 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