Senior Private Client Counsel - Wealth & Estate Planning

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 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