Trusts and Estates Attorney

Profile

A law firm headquartered in the heart of New York City is seeking a dedicated attorney with specialized experience in estate and trust law. The role is ideal for a legal professional who is passionate about helping clients preserve wealth, navigate generational transitions, and manage complex personal planning needs. This is a unique chance to join a team that values high-touch client service, discretion, and deep legal knowledge in an evolving field.

Primary Responsibilities

• Guide individuals and families through estate and trust planning, including the creation of wills, trusts, powers of attorney, and other personal planning instruments.

• Advise clients on tax-efficient strategies for wealth transfer and asset protection.

• Prepare and review legal documentation for sophisticated estate plans, charitable giving, and probate matters.

• Oversee and support the administration of trusts and estates, including surrogate’s court proceedings, fiduciary accountings, and tax filings.

• Counsel executors, trustees, and beneficiaries on legal obligations and rights.

• Collaborate with financial advisors, accountants, and other professionals to create comprehensive and customized solutions for clients.

• Remain current on changes in estate, gift, and inheritance tax laws at the state and federal level.

• Provide litigation support or represent clients in estate-related disputes, when necessary.

Candidate Profile

• Between 1 to 6 years of experience practicing in trusts and estates or a closely related discipline.

• Licensed to practice law in the state of New York and be in good standing.

• Background in tax law, estate administration, or elder law is beneficial but not required.

• Demonstrated ability to communicate complex legal concepts clearly and with empathy.

• Strong writing, drafting, and organizational skills.

• Client-focused mindset with a discreet and respectful approach to sensitive matters.

• Comfortable working both independently and collaboratively within a legal team.

Educational Requirements

• Juris Doctor (J.D.) from a U.S.-accredited law school.

• A completed Bachelor’s degree before attending law school.

• Additional coursework or certification in tax or estate planning is a plus, though not mandatory.

Valued Skills and Attributes

• Attention to detail in both legal writing and client interaction.

• Ability to manage multiple matters simultaneously with efficiency and care.

• Professional demeanor with the maturity to handle confidential information.

• Familiarity with estate planning software and legal research tools.

• Excellent listening and interpersonal communication abilities.

Offered Compensation & Benefits

• Employer-backed contributions to a 401(k) retirement savings program.

• Access to medical and dental coverage is supported by the firm.

• Disability protection benefits ensure income security in unforeseen circumstances.

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