Private Client Trust and Estates Counsel

BCG Attorney Search; New York (NY); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Hybrid work

Remote options

Part-time opportunities

Job summary

BCG Attorney Search is seeking a Private Client Trust and Estates Counsel in New York, NY with a minimum of 8 years of experience. The role focuses on high-net-worth trust and estate planning and administration, and requires knowledge of state and federal tax laws.

The position offers a hybrid work environment with flexible in-office days and part-time opportunities, accommodating a modern private client practice.

Qualifications

• Minimum 8 years of experience in trusts and estates.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• Member of New York State bar in good standing.

Responsibilities

• Provide counsel on sophisticated private client matters involving trusts and estates.
• Advise on tax and succession planning strategies.
• Engage in estate planning for retirement assets and charitable giving.
• Develop tax-efficient family wealth transfer strategies.

Skills

Technical skills

Client service

Problem solving

Education

Juris Doctor (JD)

Job description

Job OverviewA law firm seeks a Private Client Trust and Estates Counsel with a minimum of 8 years of experience to join their practice in New York, NY. The ideal candidate will have expertise in high-net-worth trust and estate planning and administration, with knowledge of state and federal tax laws.

Duties

• Provide counsel on sophisticated private client matters involving trusts and estates.
• Advise on tax and succession planning strategies.
• Engage in estate planning for retirement assets and charitable giving.
• Develop tax-efficient family wealth transfer strategies.

Requirements

• Minimum of 8 years of experience in trusts and estates.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• Member of New York State bar in good standing.

Education

• Juris Doctor (JD) degree.

Certifications

• Admitted to practice law in New York.

Skills

• Excellent technical and client service skills.
• Effective problem-solving capabilities.
• Proficiency in developing creative solutions.

Benefits

• Hybrid work environment with remote work options.
• Flexible in-office days and part-time opportunities.