Private Client Trust & Estates Associate / Senior Associate – New York, NY

Day Pitney LLP; New York (NY); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Day Pitney LLP seeks an associate with at least 3 years of trusts and estates experience to join our Private Client Department in New York, NY. The role focuses on sophisticated private client matters, including tax and succession planning for high-net-worth individuals and families, with collaboration across a nationally recognized practice.

The ideal candidate will have strong written and verbal communication skills, be a member in good standing of the New York State Bar, and thrive in a

Qualifications

• 3+ years of demonstrated trusts & estates experience
• Strong technical, professional and client service skills
• Excellent written and verbal communication and advocacy abilities
• Team-oriented with collaborative approach

Responsibilities

• Join the Private Client Department in NY as an associate
• Handle high-net-worth trust and estate planning and administration matters
• Counsel on tax, succession planning, lifetime giving, and wealth transfer strategies
• Collaborate with Fellows of ACTEC and other firm practitioners

Skills

Trusts & Estates experience

Client service skills

Written communication

Education

J.D. degree

New York Bar Admission in good standing

Job description

Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 3 years of trusts and estates experience to join our nationally recognized practice in our New York, NY office.

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 a preferred.

Day Pitney's Trusts & Estates Practice is nationally recognized for its sophisticated private client work on behalf of high-net-worth individuals, families, and fiduciaries. The practice has received a Band 1 ranking in the Chambers High Net Worth Guide since 2016 and is consistently ranked among the top Trusts & Estates practices by Chambers and Partners and U.S. News – Best Lawyers® Best Law Firms®. The group includes multiple Fellows of the American College of Trust and Estate Counsel (ACTEC), reflecting its depth of expertise and commitment to the highest standards of the profession.

Hybrid Work Environment

Day Pitney recognizes the value of flexible working arrangements alongside the benefits of in-office collaboration. To support both, the firm offers a hybrid work environment that provides attorneys the ability to work remotely two days per week. Flexibility on days in the office, part time candidates, and candidates who would prefer to spend any in-office days in one of Day Pitney's other offices outside of New York will also be considered.

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)

About Day Pitney

Day Pitney, an East Coast-based law firm with national and international reach, has approximately 330 attorneys in 13 offices in Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island and Washington, DC. Day Pitney's Corporate, Litigation, and Trusts and Estates attorneys represent a variety of clients from individuals to Fortune 500companies. Since 1902, Day Pitney has been working collaboratively and effectively with clients in a wide range of industries, including Energy and Utilities; Financial Services; Healthcare and Life Sciences; Insurance and Reinsurance; Intellectual Property and Technology; Family Office Practice; Real Estate and Environmental; and Tax Exempt Organizations and Charitable Giving. Day Pitney's lawyers provide deep bench knowledge and experience and work seamlessly across disciplines to guide our clients through the evolving legal landscape. For more information on Day Pitney, visit www.daypitney.com.

Join Us

If you want to join a collaborative, energetic, and nurturing environment where you will take on complex challenges and have a direct impact on the successes of businesses and the lives of people. Day Pitney is the place for you. You will be a key contributor working on sophisticated legal matters alongside recognized leaders in their fields, with mentoring and support along the way to hone your skills and help you reach your career goals.

Day Pitney is an Equal Opportunity Employer.

The salary range for this position in New York is $200,000 - $250,000 annually, contingent on relevant experience, skills, qualifications, and other relevant factors.