Senior Trust and Estates Associate

Winne Banta Basralian Kahn PC; Hackensack (NJ); Sur place; USD 140 000 - 210 000; Plein temps

Résumé du poste

Winne Banta Basralian Kahn PC is seeking a Senior Trust & Estates Associate with 7+ years of experience to manage sophisticated estate planning, administration, and tax planning for high-net-worth individuals and families. The role involves independent matter management, drafting, and collaboration with attorneys, accountants, and financial advisors. The ideal candidate will hold a J.D.

with NJ and NY bar admissions and an LL.M. in Taxation or Estate Planning is highly preferred.

Qualifications

• 7+ years of experience in trusts and estates, estate planning, estate administration, and tax planning.
• Active bar admissions in New Jersey and New York; Florida preferred.
• LL.M. in Taxation or Estate Planning highly preferred.

Responsabilités

• Develop and implement sophisticated estate plans for high-net-worth clients.
• Draft and review wills, trusts, powers of attorney, and related documents.
• Advise on wealth preservation, succession planning, and intergenerational transfers.
• Prepare estate and gift tax returns (Forms 706, 709) and related filings.
• Mentor junior attorneys and coordinate with accountants and advisors.

Connaissances

Estate planning

Trusts & estates

Tax planning

Client counseling

Legal drafting

Research

Leadership

Formation

J.D. from ABA-accredited law school

LL.M. in Taxation or Estate Planning

Description du poste

Senior Trust & Estates Associate
Experience: 7+ Years
Bar Admissions: New Jersey and New York required; Florida preferred
Education: J.D. required; LL.M. in Taxation or Estate Planning highly preferred

Position Overview

We are seeking an experienced Senior Trust & Estates Associate to join our legal team. The ideal candidate will have 7+ years of experience handling sophisticated estate planning, estate and trust administration, and tax planning matters for high-net-worth individuals, families, and business owners.

This position requires strong technical expertise in estate and gift tax planning, legal drafting, and the preparation of estate and gift tax returns. The successful candidate will be comfortable managing matters independently, advising clients on complex wealth preservation strategies, and working collaboratively with attorneys, accountants, financial advisors, and other professionals.

Key Responsibilities

Estate Planning & Wealth Preservation

• Develop and implement comprehensive estate plans tailored to clients' financial goals, family circumstances, and wealth transfer objectives.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and related estate planning documents.
• Advise clients on wealth preservation, succession planning, charitable giving, and intergenerational wealth transfers.
• Structure estate planning strategies to minimize estate, gift, and generation-skipping transfer taxes.
• Counsel high-net-worth individuals and families regarding complex planning techniques, including trust structures and lifetime gifting strategies.

Estate & Trust Administration

• Manage estate and trust administration matters from inception through completion.
• Prepare and review probate filings, fiduciary accountings, inventories, and related court documents.
• Advise executors, trustees, beneficiaries, and other fiduciaries regarding their legal obligations and responsibilities.
• Coordinate asset valuations, distributions, beneficiary communications, and the settlement of estates and trusts.
• Work with accountants and financial professionals to address tax, compliance, and asset-transfer matters.

Tax Planning & Compliance

• Prepare and/or review federal and state estate and gift tax returns, including Forms 706 and 709.
• Advise clients on estate, gift, and generation-skipping transfer tax implications of wealth transfer strategies.
• Conduct tax research and develop strategies to minimize tax exposure while maintaining compliance with applicable laws and regulations.
• Analyze tax consequences related to trust distributions, gifts, estate settlements, and fiduciary matters.
• Collaborate with tax professionals on complex planning, reporting, and compliance issues.

Legal Drafting & Client Relations

• Draft, review, and negotiate sophisticated estate planning and trust-related legal documents.
• Conduct legal research and prepare memoranda addressing estate planning, fiduciary, and tax issues.
• Maintain strong client relationships through clear communication, responsiveness, and practical legal guidance.
• Manage multiple matters and deadlines while maintaining a high standard of accuracy and professionalism.
• Mentor junior attorneys and support staff as appropriate.

Qualifications

• J.D. from an accredited law school.
• 7+ years of relevant experience in trusts and estates, estate planning, estate administration, and tax planning.
• Active bar admissions in New Jersey and New York required.
• Florida bar admission preferred.
• LL.M. in Taxation or Estate Planning highly preferred.
• Demonstrated experience preparing and/or reviewing federal estate and gift tax returns, including Forms 706 and 709.
• Strong knowledge of federal and state estate, gift, and trust taxation.
• Extensive experience drafting wills, trusts, and other sophisticated estate planning instruments.
• Proven ability to manage estate and trust administration matters independently.
• Excellent legal research, writing, analytical, organizational, and communication skills.
• Strong client service skills and the ability to work effectively with high-net-worth individuals and their professional advisors.

Ideal Candidate

The ideal candidate is a technically strong trusts and estates attorney who combines sophisticated tax knowledge with practical estate planning and administration experience. This individual is detail-oriented, proactive, client-focused, and comfortable handling complex matters with a high degree of independence.