Trust amp Estates Attorney

Profile

Job Overview:

A highly reputable law firm is seeking a skilled Trust & Estates Attorney to join its New York office. This position is ideal for attorneys with 5+ years of experience, particularly those with expertise in complex estate planning, asset protection planning, and trusts & estates administration. An ideal candidate will also have an LLM in Taxation or a CPA. The role offers the opportunity to work on high-level matters in a collaborative environment, with access to interesting work and mentorship from senior attorneys.

Location:

• New York, NY

Duties:

• Provide comprehensive legal advice and services in the areas of complex estate planning, asset protection planning, and trusts & estates administration.

• Draft wills, trusts, and other related documents.

• Advise clients on tax-efficient estate planning strategies.

• Represent clients in estate administration, including probate and trust administration.

• Assist clients with the transfer of assets, business succession planning, and charitable giving.

• Collaborate with clients and other professionals (e.g., accountants, financial advisors) to achieve clients' goals.

• Stay current on relevant laws, regulations, and case law related to estate planning and tax matters.

Requirements:

• 5+ years of experience in trust and estates law.

• Experience with complex estate planning, asset protection planning, and trusts & estates administration.

• LLM in Taxation or CPA preferred.

• Active membership in the New York State Bar.

• Strong attention to detail, analytical thinking, and problem-solving abilities.

• Excellent written and oral communication skills.

Education:

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

Certifications:

• LLM in Taxation or CPA (preferred).

• New York State Bar membership required.

Skills:

• In-depth knowledge of trust and estates law, including estate planning and tax laws.

• Strong drafting and legal research skills.

• Ability to manage complex legal matters and prioritize workload efficiently.

• Excellent client-facing skills with the ability to build and maintain client relationships.

• High level of professionalism, ethical standards, and attention to detail.

• Strong communication and interpersonal skills, both written and verbal.

Benefits:

• Heavily subsidized health insurance premiums.

• Firm-paid HSA contributions ranging from $600 to $1,200 annually.

• 100% coverage of employee-only premiums for dental and vision insurance, with affordable options for dependents.

• Tax-advantaged accounts, such as Flexible Spending Accounts (FSA) and Dependent Care Accounts (DCA).

• Life insurance and long-term disability insurance paid by the firm.

• Employee Assistance Program (EAP).

• Traditional and Roth 401(k) options from day one, with a discretionary matching contribution after one year of service.

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