Trust and Estates Attorney

Profile

A law firm seeks a highly skilled Trust and Estates Attorney to join its team in New York City. The ideal candidate will have 5 to 10 years of experience in managing high-net-worth clients and executing sophisticated estate planning strategies. This attorney will be responsible for handling significant taxable estates and will play a crucial role in expanding the firm's estate planning department.

Duties

• Manage a diverse portfolio of high-net-worth clients, providing comprehensive estate planning and trust administration services.
• Develop and implement sophisticated estate planning strategies that align with the client's financial goals and family dynamics.
• Handle taxable estates valued at $10 million or more, ensuring compliance with relevant tax regulations and laws.
• Prepare and review legal documents, including wills, trusts, and other estate planning instruments.
• Cultivate and maintain strong relationships with clients, providing exceptional service and advice throughout the estate planning process.
• Assist in the growth and development of the estate planning department, potentially bringing in new business opportunities.
• Collaborate with colleagues in related practice areas to provide comprehensive legal solutions to clients.
• Stay abreast of changes in estate planning laws and tax regulations to provide informed guidance to clients.

Requirements

• 5 to 10 years of experience in trust and estate law or a related field.
• Proven ability to manage high-net-worth clients and complex estate planning matters.
• Experience with taxable estates, specifically those valued at $10 million or more.
• Strong knowledge of various estate planning trust vehicles and related legal concepts.

Education

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

Certifications

• Active membership in the New York State Bar Association.

Skills

• Exceptional interpersonal and communication skills, capable of building strong client relationships.
• Strong analytical and problem-solving abilities, with attention to detail in legal documentation.
• Proven ability to work both independently and collaboratively within a team environment.
• Entrepreneurial mindset with a focus on growing the practice area.
• Proficient in legal research and drafting, with a strong command of estate planning laws and regulations.

This role presents an exciting opportunity for an experienced Trust and Estates Attorney to contribute to a dynamic team while providing high-quality legal services to a sophisticated clientele.

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