Senior Trusts and Estates Attorney

Profile

Job Overview
An established law firm in Uniondale is seeking a Senior Trusts and Estates Attorney with 20 years of experience. This role is ideal for a seasoned practitioner who can independently manage sophisticated estate planning and administration matters. The successful candidate will advise high-net-worth individuals, families, and fiduciaries on complex estate, tax, and trust issues while ensuring legal compliance and providing high-level strategic counsel.

Location

• Uniondale, New York

Duties

• Draft and review wills, trusts, powers of attorney, and other estate planning documents
• Advise clients on wealth transfer strategies, tax planning, and charitable giving
• Administer complex estates and trusts, including probate and fiduciary accounting
• Counsel fiduciaries on duties and obligations under trust and estate law
• Represent clients in Surrogate’s Court proceedings, including contested matters
• Collaborate with financial advisors, accountants, and other professionals on client matters
• Provide mentorship and oversight to junior attorneys and support staff

Requirements

• 20 years of experience in trusts and estates law
• Extensive experience in estate planning, estate administration, and related tax matters
• Licensed and in good standing with the New York State Bar
• Deep knowledge of federal and state tax laws affecting estates and trusts
• Strong track record of advising high-net-worth clients and managing complex cases

Education

• Juris Doctor (JD) from an accredited law school
• LLM in Taxation or Estate Planning (preferred but not required)

Certifications

• Active license to practice law in the state of New York

Skills

• Expert knowledge of estate, gift, and generation-skipping transfer tax laws
• Excellent drafting, analytical, and research skills
• Strong interpersonal skills and client relationship management
• Highly organized with the ability to handle multiple high-level matters simultaneously
• Proficiency with estate planning software and legal research tools

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