Estate Planning Attorney

Kosmos; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading law firm in New York is seeking an experienced Estate Planning Attorney in a hybrid role. Candidates should have at least 3 years of experience in high-net-worth trust and estate planning, with a strong background in tax laws and succession planning. This position involves advising clients on estate, gift, and charitable planning, as well as overseeing estate administration. Excellent communication and problem-solving skills are vital. Members of the New York bar in good standing are preferred.

Qualifications

• Minimum of 3 years of experience in trust and estate planning, including tax and succession planning.
• Excellent technical and client service skills are essential.
• Strong written and verbal communication and advocacy skills are required.

Responsibilities

• Advise on estate, gift, and charitable planning.
• Handle administration of estates and trusts.
• Assist in fiduciary litigation and provide legal strategies.

Skills

Client service skills

Written and verbal communication

Problem-solving capabilities

Team collaboration

Education

Member of New York State bar

Job description

National Law Firm has a need for an Estate Planning Attorney. This is a hybrid position. Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving; estate planning for retirement assets; and tax-efficient family wealth transfer strategies is preferred.

Our Private Client team, one of the largest and most sophisticated in the country, advises on all aspects of estate, gift and charitable planning, closely held businesses, administration of estates and trusts, and fiduciary litigation. Our Private Client lawyers collectively have hundreds of years of experience serving the unique needs of our clients, including individuals and their families, fiduciaries, and a broad range of tax-exempt entities.

Requirements

• Minimum of 3 years of demonstrated experience in sophisticated private client matters involving trusts and estates, including tax and succession planning
• Excellent technical, professional and client service skills
• Strong written and verbal communication and advocacy skills
• Team-oriented with an emphasis on collaboration
• Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs
• Member of New York State bar in good standing (required)