Senior Counsel - Private Clients

TBG | The Bachrach Group; New York (NY); On-site; USD 190,000 - 320,000; Full time

Job summary

The Bachrach Group in New York seeks a Senior Associate or Counsel to join its Private Clients practice. The candidate will have substantial experience advising high-net-worth individuals and families on sophisticated estate planning, wealth transfer, tax and related private client matters.

Responsibilities include drafting wills, trusts, powers of attorney, advising on gifting strategies, and coordinating with clients’ advisors. NY Bar admission and 7+ years of relevant experience are expected.

Qualifications

• J.D. from an accredited law school and admission to the New York Bar.
• 7+ years of private client, trusts and estates experience.
• Experience representing high-net-worth individuals and families.
• Strong knowledge of federal and New York estate, gift and generation-skipping transfer tax laws.

Responsibilities

• 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.

Skills

Drafting

Analytical skills

Communication skills

Education

J.D. from an accredited law school

Job description

Our client is seeking Senior Associate or Counsel to join its Private Clients 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, but this is not a requirement