Trusts And Estates Associate Attorney

Profile

Job Title: Trusts and Estates Associate Attorney

Job Overview:
A well-established law firm in New York City is seeking an experienced Trusts and Estates Associate Attorney to join its dynamic team. This is an excellent opportunity for a skilled attorney to work closely with senior attorneys in providing comprehensive legal services to high-net-worth individuals, families, and businesses. The role involves estate planning, trust administration, and probate, with a focus on drafting legal documents, advising clients, and navigating complex estate issues. The position offers a hybrid remote work opportunity, with periodic travel to the Bantam office for those based in Connecticut.

Duties:

• Provide legal counsel in estate planning, trust administration, and probate matters for high-net-worth clients.
• Draft, review, and finalize key estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives.
• Offer strategic advice to clients on ways to minimize estate taxes and protect assets.
• Assist in the administration of estates and trusts, including filing legal documents, managing asset distribution, and resolving disputes.
• Stay updated on developments in estate planning, tax law, and probate law through legal research.
• Work collaboratively with clients' financial advisors and accountants to design comprehensive estate plans.
• Represent clients in probate and trust administration court proceedings when necessary.
• Build and maintain strong client relationships through effective communication and understanding of client needs.

Requirements:

• 4-6+ years of experience in trusts and estates law.
• Admission to the New York Bar (Connecticut and/or Massachusetts Bar is a plus; the ability to waive is also acceptable).
• Juris Doctorate from an ABA-accredited law school and membership in good standing with the bar.
• Proven experience in drafting estate planning documents, including complex trusts and estate administration.
• Experience with estate, gift, and fiduciary income tax returns.
• Demonstrated ability to represent fiduciaries and beneficiaries in Probate Court matters.
• Strong writing and verbal communication skills.
• Exceptional organizational skills and ability to prioritize multiple tasks.
• Ability to adapt to new information quickly and manage competing priorities effectively.
• Strong sense of responsibility, dedication, and professional conduct.
• Ability to work well with diverse personalities and within various levels of an organization.

Education:

• Juris Doctorate from an ABA-accredited law school.

Certifications:

• Admission to the New York Bar (and/or Connecticut and/or Massachusetts Bar) is required.

Skills:

• Strong writing and verbal communication.
• High level of organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience with estate planning, trust administration, and probate procedures.
• Ability to work independently and collaboratively.

Job Location:

• New York City, NY (Hybrid remote opportunity with occasional travel to Bantam office for CT-based attorneys).

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