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About the Role
The Firm is seeking an Associate to join its Trusts & Estates team. This role offers an experienced attorney the chance to manage an established practice with significant responsibility, overseeing the preparation of wills and wealth transfer documents for diverse clients.
Responsibilities
- Lead and advise clients and families on customized estate planning and wealth transfer strategies, probate proceedings and planning of complex estates.
- Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools.
- Manage all aspects of trust and estate administration.
- Manage the client experience from initial consultation through drafting, signing, and follow-up.
- Maintain knowledge of estate planning, tax, and asset protection developments to enable thoughtful legal guidance.
Requirements
- 5+ years of experience in trust and estate planning.
- JD degree required with excellent academic credentials.
- Admitted and in good standing in New York State.
- Excellent written and verbal communication skills.
- Strong professional judgment, problem-solving and decision-making skills.
- Ability to communicate professionally with internal and external clients.
- Proactiveness, resourcefulness, and a strong work ethic.
- Ability to work independently and multi-task required.
Skills
- Trust and estate planning
- Wealth transfer strategies
- Probate proceedings
- Estate administration
- Client management
- Legal guidance
- Tax law
- Asset protection
- Special needs planning
- Elder law
- Written communication
- Verbal communication
- Professional judgment
- Problem-solving
- Decision-making
- Independent work
- Multi-tasking
Location
- Battery Park, NYC
- Uniondale, Long Island
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- JD degree
- LLM in tax (plus)
Salary/Compensations
- $160,000-$190,000
Benefits
- Competitive salary
- Excellent benefits package
About the Company
- The Firm has an established trusts and estates practice.