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Trusts and Estates Associate Attorney

Abrams Garfinkel Margolis Bergson, LLP (AGMB)
New York, NY Full Time
POSTED ON 3/17/2025 CLOSED ON 4/4/2025

What are the responsibilities and job description for the Trusts and Estates Associate Attorney position at Abrams Garfinkel Margolis Bergson, LLP (AGMB)?

Junior Associate Attorney - Trusts & Estates

AGMB LLP, a boutique law firm in New York City, is looking for a Junior Associate to join our Trusts & Estates team. Our practice is dedicated to delivering sophisticated estate planning solutions for high-net-worth clients, and we seek a driven, detail-oriented attorney eager to grow within a collaborative, entrepreneurial environment.

Location : New York City, NY

Salary Range : $100,000 - $110,000 per year

Key Responsibilities :

  • Document Drafting and Review : Prepare and review critical estate planning documents, including wills, trusts, powers of attorney, and health care directives, tailored to clients' specific wealth transfer and protection strategies.
  • Tax Compliance : Assist in the preparation of Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return) filings, supporting compliance and strategic tax minimization.
  • Probate and Trust Administration : Handle the probate administration process, including drafting petitions, accountings, and guiding clients through complex administration issues with a focus on high-net-worth estates.
  • Client Relations and Strategic Planning : Collaborate directly with clients and their advisors, supporting advanced asset protection and wealth transfer planning.
  • Research and Analysis : Conduct thorough legal research, providing analysis on issues related to estate, gift, and generation-skipping transfer taxes, as well as trust and probate law.

Qualifications :

  • Education : JD from an ABA-accredited law school, graduating in the top 20% of the class;
  • LLM in Taxation preferred;
  • 2 – 4 years of applicable trusts and estates experience mandatory;
  • Licensing : Admission to the New York State Bar or eligibility to waive into the NY bar.
  • Technical Skills : Familiarity with estate drafting software preferred; strong knowledge of estate and gift tax compliance is a plus.
  • Professional Traits : Strong attention to detail, effective communication skills, and a commitment to maintaining confidentiality and exceptional client service.
  • Compensation and Benefits :

  • Salary : $100,000 - $110,000, commensurate with experience.
  • Healthcare Coverage : Comprehensive healthcare plan.
  • Retirement : 401(k) plan.
  • Opportunities for continuing legal education and professional growth within the firm.
  • This role offers a unique opportunity to advance your career in trusts and estates with a team focused on excellence and client-centered planning.

    Salary : $100,000 - $110,000

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