Trusts and Estates Attorney

Profile

A law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices, and fiduciaries while enjoying autonomy within a collaborative legal practice.

Core Responsibilities

• Serve as principal advisor to clients on matters of estate strategy, fiduciary administration, and generational wealth preservation.

• Draft and review sophisticated legal instruments including wills, complex trusts, powers of attorney, and succession plans.

• Structure tax-sensitive estate and gift plans, with attention to minimizing liability across federal and state jurisdictions.

• Guide executors and trustees through probate and trust administration processes with precision and discretion.

• Collaborate with financial professionals and tax advisors to align legal advice with clients' broader financial objectives.

• Continue to develop and nurture a robust practice through client referrals and professional relationships.

Position Requirements

• Between 2 to 8 years of experience practicing in trusts, estates, and related private client services.

• Demonstrated ability to manage existing matters and independently generate new business through a portable book of clients.

• Deep understanding of federal and state transfer tax law, estate administration, and fiduciary responsibilities.

• Must be licensed and in good standing with the New Jersey State Bar.

Education

• Juris Doctor (J.D.) from a nationally accredited law school.

Professional Skills

• Strategic thinker with a client-first mindset and refined interpersonal skills.

• Impeccable writing ability, capable of producing customized and highly technical legal documentation.

• Strong analytical foundation with an eye for nuance in estate tax structures and multi-generational planning.

• Proven ability to maintain confidentiality and sensitivity in client matters.

• Comfortable working independently as well as part of a cross-disciplinary team.

Compensation & Benefits

• Competitive compensation with the potential for growth based on client development.

• Participation in a 401(k) plan with firm contributions.

• Financial support toward health and dental insurance premiums.

• Short- and long-term disability insurance coverage provided.

This is an exclusive opportunity for a forward-thinking attorney to deepen their private client practice while joining a respected legal team that values entrepreneurial drive, technical excellence, and a personal touch.

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