Mid-Level Trusts & Estates Associate-Estate Planning/Estate Administration

SourcePro Search, LLC; New York (NY); On-site; USD 170,000 - 230,000; Full time

Job summary

SourcePro Search, LLC in New York, NY seeks a mid-level Trusts & Estates Associate to provide counsel in estate planning and estate administration for high-net-worth individuals and businesses.

You will draft wills and trusts, advise on business succession, asset preservation and estate tax planning, and coordinate multi-jurisdictional estate filings. Strong communication skills and 5+ years in trusts & estates are required.

Qualifications

• 5+ years of experience in Trusts & Estates law, focusing on estate planning or estate administration.
• Knowledge of business entities, tax compliance, and estate tax planning.
• Strong written and verbal communication skills.
• Experience working with sophisticated high-net-worth clients.

Responsibilities

• Provide counsel in estate planning and estate administration for high-net-worth individuals and businesses.
• Work with clients to implement business succession, asset preservation, and estate tax planning strategies.
• Draft wills, trusts, family limited partnerships, and other estate planning documents.
• Manage complex, multi-jurisdictional estate administration and tax filings.
• Support clients with post-mortem planning and other advanced estate planning techniques.

Skills

Estate planning

Estate administration

High-net-worth clients

Business entities

Tax compliance

Communication skills

Job description

Mid-Level Trusts & Estates Associate – Estate Planning or Estate Administration

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

What You\'ll Do

• Provide counsel in estate planning and estate administration for high-net-worth individuals and businesses.
• Work with clients to implement business succession, asset preservation, and estate tax planning strategies.
• Draft wills, trusts, family limited partnerships, and other estate planning documents.
• Manage complex, multi-jurisdictional estate administration and tax filings.
• Support clients with post-mortem planning and other advanced estate planning techniques.

What You\'ll Bring

• 5+ years of experience in Trusts & Estates law, focusing on estate planning or estate administration.
• Knowledge of business entities, tax compliance, and estate tax planning.
• Strong written and verbal communication skills.
• Experience working with sophisticated high-net-worth clients.