Experienced Trusts & Estates Attorney – Estate Administration

SourcePro Search, LLC; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

SourcePro Search, LLC is seeking an Experienced Trusts & Estates Attorney to lead complex estate administration for high-net-worth clients in New York. You will advise on estate tax planning, trust administration, and related compliance, while guiding a top-tier team through cross-border arrangements.

The role demands a strong track record in trusts and estates, with expertise in business entities and asset preservation.

Qualifications

• 10+ years of experience in Trusts & Estates Administration.
• Strong background in business entities and asset preservation strategies.
• Ability to navigate estate audits, and tax challenges.
• Strong client management and leadership capabilities.

Responsibilities

• Handle complex estate administration for high-net-worth individuals, including asset preservation, business succession, and charitable trust planning.
• Advise on estate tax planning, trust administration, and related compliance.
• Represent clients in estate audits, tax issues, and post-mortem estate planning.
• Provide leadership within a highly regarded Trusts & Estates team.
• Collaborate on international estate planning for cross-border clients.

Skills

Estate administration

Estate tax planning

Trusts & Estates

Client management

Leadership

Cross-border planning

Job description

Experienced Trusts & Estates Attorney - Estate Administration

Salary: Competitive with NYC Major Firms
Location: New York, NY

What You'll Do:

• Handle complex estate administration for high-net-worth individuals, including asset preservation, business succession, and charitable trust planning.
• Advise on estate tax planning, trust administration, and related compliance.
• Represent clients in estate audits, tax issues, and post-mortem estate planning.
• Provide leadership within a highly regarded Trusts & Estates team.
• Collaborate on international estate planning for cross-border clients.

What You'll Bring:

• 10+ years of experience in Trusts & Estates Administration.
• Strong background in business entities and asset preservation strategies.
• Ability to navigate estate audits, and tax challenges.
• Strong client management and leadership capabilities.

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