Estate Planning Attorney

J. Katz & Partners, Inc; New York (NY); On-site; USD 130,000 - 190,000; Full time

Job summary

J. Katz & Partners, Inc. in New York seeks an Estate Planning Attorney with 4–6 years of experience who wants greater ownership of matters and deeper expertise in estate and gift tax.

The role involves advising families with assets spanning multiple countries, covering trusts from design to funding and administration. Responsibilities include designing sophisticated trusts, advising on cross-border tax planning, trust funding, and probate, while managing matters and maintaining client

Qualifications

• Admitted to the New York bar; 4–6 years of estate planning experience.
• Experience drafting complex trusts and handling trust funding, administration, and probate.
• Strong knowledge of U.S. and cross-border estate and gift tax law with multi-jurisdictional assets.
• Excellent research, drafting, and communication skills; proficient with WealthCounsel and LEAP.

Responsibilities

• Design and draft revocable and irrevocable trusts for cross-border families.
• Advise on worldwide assets for U.S. and cross-border estate and gift tax planning.
• Assist with trust funding, administration, and probate processes.
• Manage matters independently and maintain direct client relationships.

Skills

Estate planning

Trust drafting

Cross-border planning

Client management

Legal research

Education

JD required

Tools

WealthCounsel

LEAP

Excel

PowerPoint

Job description

An established New York boutique law firm with a cross-border estate planning practice is seeking an Estate Planning Attorney with 4 to 6 years of experience who wants greater ownership of matters and the opportunity to deepen estate and gift tax expertise.

You will advise families whose members, businesses, or assets span multiple countries. Your work will cover each stage of an estate plan, from designing and drafting sophisticated trusts to helping clients fund and administer them.

What you will do

• Design and draft revocable and irrevocable trusts, including spousal lifetime access trusts (SLATs), irrevocable life insurance trusts (ILITs), and charitable trusts.
• Advise families with worldwide assets on U.S. and cross-border estate and gift tax planning.
• Help clients implement plans through trust funding, and advise on trust administration and probate.
• Manage matters independently, maintain direct client relationships, and keep matters moving forward.

What you will bring

Admission to practice law in New York and 4 to 6 years of estate planning experience. Substantial experience drafting sophisticated trusts, with experience in trust funding, trust administration, and probate. Strong knowledge of U.S. and cross-border estate and gift tax law, including applicable tax treaties, and experience advising families with assets across multiple jurisdictions. Excellent legal research, drafting, and communication skills. Familiarity with WealthCounsel, LEAP, Excel, and PowerPoint. Mandarin language skills are a plus.

Our client is an equal opportunity employer and considers qualified applicants without regard to any characteristic protected by applicable law.