Partner specializing in Trusts and Estates

Profile

A prestigious law firm based in New York City is seeking a highly accomplished Partner specializing in Trusts and Estates. The ideal candidate will possess a proven track record of success in client acquisition and maintaining a portable book of business. With an emphasis on fostering diversity, the firm is open to applications from candidates, including small teams, who align with its goals of inclusivity and innovation. This is an exciting opportunity for an established attorney to join a firm that values entrepreneurial initiative, offering a competitive compensation model tied to business development and client relationships.

Key Responsibilities:

• Lead and expand the firm’s Trusts and Estates practice, focusing on high-net-worth individuals and complex estate planning matters.
• Cultivate and maintain a robust portfolio of clients, contributing a minimum of $600,000 annually in portable business.
• Deliver expert legal counsel on estate planning, trusts, asset protection, wealth transfer strategies, and related tax issues.
• Collaborate with other departments within the firm to provide comprehensive solutions to clients with multi-disciplinary needs.
• Supervise and mentor junior attorneys, ensuring high-quality service delivery and promoting professional development within the practice group.
• Play an active role in business development, leveraging personal networks and marketing strategies to attract and retain new clients.
• Represent clients in probate litigation and trust administration when necessary.
• Contribute to the firm’s ongoing diversity and inclusion initiatives, helping to build a more dynamic and culturally responsive legal team.

Requirements:

• A minimum of 8 years of experience in Trusts and Estates law, with a significant portion dedicated to high-value, sophisticated cases.
• Demonstrable success in client development, including the ability to bring a book of business generating at least $600,000 per annum.
• Proven leadership in managing legal teams or mentoring junior attorneys.
• Excellent interpersonal skills and the ability to build strong, long-lasting client relationships.
• Strong knowledge of estate tax laws, wealth management, and asset protection strategies.
• Exceptional communication skills, both written and verbal, with an ability to translate complex legal issues into clear guidance for clients.
• An entrepreneurial mindset, with the drive to expand business opportunities within the firm.

Education and Certifications:

• Juris Doctor (J.D.) from an accredited law school.
• Active membership in the New York State Bar (or eligibility for reciprocity).
• LLM in Taxation or Estate Planning is strongly preferred but not mandatory.

Desired Skills:

• Strong client relationship management with a focus on understanding clients' personal and financial goals.
• Expertise in negotiating and drafting estate planning documents, including wills, trusts, and powers of attorney.
• Ability to work independently and as part of a team in a fast-paced legal environment.
• Strong business acumen with a focus on expanding practice areas and contributing to firm-wide initiatives.
• High ethical standards and a commitment to professional responsibility.

Compensation and Benefits:

• Compensation based primarily on client origination, with additional consideration for contributions to firm-wide matters.
• Competitive benefits package, including 401(k) retirement plan, health and dental coverage, disability insurance, and subsidized gym membership.

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