Senior Counsel: Private Clients & Wealth Planning

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

Job summary

Herrick, Feinstein LLP in New York seeks a Senior Associate or Counsel to join its Private Clients 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.

Responsibilities include drafting wills, trusts, powers of attorney, and health care proxies; developing gifting strategies; advising on federal and NY estate and gift taxes; and coordinating with

Qualifications

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

Responsibilities

• Advise high-net-worth individuals on private client and estate matters.
• Draft and review wills, trusts, powers of attorney, and health proxies.
• Develop lifetime gifting and wealth transfer strategies.
• Advise on federal and New York estate, gift, and generation-skipping taxes.
• Structure and administer family entities (LLCs, partnerships).
• Assist with estate and trust administration and probate.
• Coordinate with clients' financial advisors and other professionals.
• Conduct legal research on estate planning and tax issues.
• Maintain strong client relationships and service.

Skills

Drafting

Analytical skills

Communication

Client service

Team collaboration

Education

J.D. degree

New York Bar admission

Job description

Herrick, Feinstein LLP in New York seeks a Senior Associate or Counsel to join its Private Clients 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.

Responsibilities include drafting wills, trusts, powers of attorney, and health care proxies; developing gifting strategies; advising on federal and NY estate and gift taxes; and coordinating with