What are the responsibilities and job description for the Trusts & Estates Associate position at Whiteman Osterman & Hanna LLP?
Whiteman Osterman & Hanna LLP is seeking a Trusts and Estates Associate Attorney with 2-5 years of experience. The successful candidate will have experience in estate planning and estate and trust administration with an interest in high net-worth tax and estate planning, wealth preservation, charitable giving, and business succession planning. The Trusts and Estates Associate Attorney will play a vital role in providing comprehensive legal solutions to high-net-worth individuals, businesses, nonprofits, and corporate trust departments. The candidate will collaborate with other practice areas to ensure clients receive tailored and effective legal counsel.
This position is located in our Corporate Woods office.
Essential Duties and Responsibilities :
- Prepare estate planning documents such as Wills, Trusts, Powers of Attorney, Health Care Proxies, and Living Wills
- Manage estate and trust administration matters, including appearances in Surrogate’s Court
- Assist with high net-worth tax planning, including preparation of wealth preservation strategies, income, estate, and gift tax analyses, charitable giving structures, and business succession plans
- Collaborate with other practice areas to deliver comprehensive solutions
- Conduct legal research and draft legal documents
- Communicate with clients and other stakeholders effectively
Requirements :
Skills :
Whiteman Osterman & Hanna LLP is an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals, and in which employment decisions are merit-based and made without discrimination on the basis of race, creed, color, gender or sex, national origin, disability, sexual orientation, gender identity, age, religion, pregnancy, protected activity, veteran status, marital status, citizenship, genetic information, predisposition or carrier status, or any other characteristic protected by law.
