Trust & Estates Associate Attorney

Job Description:

Our client is seeking a highly skilled and experienced Trusts and Estates Attorney to join their team in New York. The ideal candidate will have a strong background in estate planning, estate and trust administration, and related tax matters. This role involves working closely with high-net-worth individuals, families, and fiduciaries to provide tailored solutions that meet their financial and personal objectives.

Key Responsibilities:

    •         Estate Planning: Draft, review, and implement estate planning documents, including wills, trusts, powers of attorney, and health care proxies.

    •         Trust & Estate Administration: Oversee the administration of estates and trusts, ensuring compliance with applicable laws and regulations.

    •         Tax Planning & Compliance: Advise clients on estate, gift, and income tax strategies; prepare or coordinate the preparation of related filings.

    •         Client Consultation: Provide personalized counsel to clients, guiding them through complex estate planning and administration processes.

    •         Litigation Support: Collaborate with litigation attorneys in disputes involving estates, trusts, and fiduciaries.

    •         Regulatory Compliance: Stay current with changes in federal and New York state laws affecting trusts and estates.

Qualifications:

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

    •         Admission to the New York State Bar in good standing.

    •         5 years of experience in trusts and estates law, with a focus on estate planning and administration.

    •         In-depth knowledge of New York estate laws and federal tax regulations.

    •         Exceptional drafting, negotiation, and communication skills.

    •         Strong attention to detail and ability to handle complex financial and legal matters.

    •         Proficiency in estate planning software and legal research tools.

Preferred Qualifications:

    •         LL.M. in Taxation or Estate Planning.

    •         Experience working with high-net-worth clients and cross-border estate planning.

    •         Familiarity with charitable planning and family business succession.

What our Client Offers:

    •         Competitive salary and benefits package.

    •         Opportunities for professional development and career growth.

    •         A collaborative and supportive work environment.

    •         Exposure to diverse and sophisticated client matters.

For immediate review of your resume, please send directly to emiller@roberthadleyassociates.com