Private Clients Senior Associate/Counsel

Herrick Feinstein; New York (NY); On-site; USD 325,000 - 350,000; Full time

Job summary

Herrick Feinstein LLP in New York is seeking a Senior Associate or Counsel to join its Private Client practice. The ideal candidate will have substantial experience advising high-net-worth individuals and families on sophisticated estate planning, wealth transfer, tax and related private client matters with independence.

Responsibilities include drafting wills, trusts, powers of attorney, and other documents; developing gifting strategies; coordinating with financial advisors; and maintaining

Qualifications

• J.D. from an accredited law school.
• Admission to the New York Bar.
• 7+ years of private client, trusts and estates experience.
• Substantial experience representing high-net-worth individuals and families.

Responsibilities

• Advise high-net-worth individuals and families on private client, estate planning and wealth transfer matters.
• Draft and review wills, trusts, powers of attorney, health care proxies and other estate planning documents.
• Develop and implement sophisticated lifetime gifting and wealth transfer strategies.
• Advise on federal and New York estate, gift and generation-skipping transfer tax matters.
• Advise on structuring and administration of family entities, including LLCs and partnerships.
• Assist with estate and trust administration, probate and related matters.
• Coordinate with clients' financial advisors and other professionals to implement comprehensive private client strategies.
• Conduct legal research and analyze complex estate planning and tax issues.
• Maintain strong client relationships and provide exceptional service.

Skills

Estate planning

Client communication

Tax knowledge

Analytical skills

Teamwork

Education

J.D. degree

New York Bar admission

Job description

Herrick Feinstein LLP is seeking a Senior Associate or Counsel to join its Private Client practice in New York. The ideal candidate will have substantial experience advising high-net-worth individuals and families on sophisticated estate planning, wealth transfer, tax and related private client matters. The candidate should be comfortable working directly with clients and handling sophisticated matters with a high degree of independence.

Responsibilities include:

• Advise high-net-worth individuals and families on sophisticated private client, estate planning and wealth transfer matters
• Draft and review wills, trusts, powers of attorney, health care proxies and other estate planning documents
• Develop and implement sophisticated lifetime gifting and wealth transfer strategies
• Advise clients regarding federal and New York estate, gift and generation-skipping transfer tax matters
• Advise on the structuring and administration of family entities, including LLCs and partnerships
• Assist with estate and trust administration, probate and related matters
• Work closely with clients' financial advisors, accountants and other professional advisors to coordinate comprehensive private client strategies
• Conduct legal research, analyze complex estate planning and tax issues
• Maintain strong client relationships and provide exceptional client service.

Qualifications:

• J.D. from an accredited law school and admission to the New York Bar
• 7+ years of relevant private client, trusts and estates experience
• Substantial experience representing high-net-worth individuals and families
• Strong knowledge of federal and New York estate, gift and generation-skipping transfer tax laws
• Excellent drafting, analytical and communication skills
• Ability to manage sophisticated matters independently and work effectively as part of a team
• Strong attention to detail and commitment to client service.
• Candidates with an established book of business or meaningful client relationships are encouraged to apply

The range of base salary* the Firm reasonably expects to pay for this role is $325,000-$350,000. The actual base salary for this role within the above range will depend upon number of years out of law-school, experience, and other job-related factors permitted by law.

*This range does not include other forms of compensation or benefits that may be offered in connection with the job.

Herrick, Feinstein is proud to be an Equal Employment Opportunity employer. We do not discriminate based on sex, sexual orientation, gender identity or expression, age, race, religion, creed, color, national origin, military/veteran status, disability, pre-disposing genetic characteristics, familial status, marital status, criminal history, status as a victim of domestic violence, or any other applicable characteristics protected by federal, state, or local law or regulation.