Estate Planning Associate

Estate Planning Associate (Domestic and International), New York

Many of our clients are international families with interests in a number of locations. In a fast-moving and increasingly compliance focused world, the need for integrated advice that reaches across borders has never been greater. With offices across Europe, the United States and Asia-Pacific we provide coverage that other law firms in this area cannot match. Our team of experienced private client solicitors continually look for opportunities to ensure we have a strong presence in the locations where our clients live, work and invest.

Our advice to fiduciaries covers the design and implementation of new plans, as well as the modernization and consolidation of older trusts. We also assist them in complying with the complex rules surrounding investments, accounting, taxes and compliance.

This practice generates approximately 55% of the partnership's revenues and is the largest in the world with over 300 people. We advise on domestic and international tax, estate planning, succession and mental capacity laws in Europe, the US and Asia, as well as facilitating our client's philanthropic endeavors. We have immigration teams in the major financial centers and are well placed to deal with tax investigation and litigation cases. Real estate is very important to our clients, and we have a specialist residential and rural team.

The Role

This role will sit in our New York office.

• Responsibility will include full range of private client practice and trust and estate administration/planning, including advising on complex wealth structures, drafting estate planning documents, tax analysis, estate administration and trust administration.
• Previous experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents; including but not limited to: testamentary estate plans, irrevocable grantor and non-grantor trusts, leveraged gifting strategies, income tax planning using trusts (particularly QSBS planning), post-mortem planning and estate administration.
• Knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation.
• Ability to spot and advise on cross-border and/or income tax issues is a plus.
• The role will also involve contributing to the team's profile and undertaking business development activities to establish, develop, and maintain long-term relationships; including, writing articles/posts, attending events/conferences and building networks with private wealth contacts/intermediaries including global and peer firms and counsel.

This list of duties and responsibilities is not exhaustive. It is intended to describe the general content of, and requirements for the performance of this job, and as such, the role may also include the undertaking of additional tasks as required.

Key Skills and Experience

• Strong academic credentials (J.D. required; LL.M. is a plus)
• Minimum 4-6 years of experience practicing in a law firm's Trusts & Estates and/or Private Client group
• New York Bar membership required
• Strong drafting, writing, research and communication skills
• Domestic experience required and international experience and/or income tax experience a plus
• Strong project management with an ability to balance a large number of competing priorities
• Attention to detail
• Team Player
• Compensation commensurate with experience ranging from $225,000 to $270,000