Senior Trusts and Estates Attorney

BCG Attorney Search; Uniondale (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

An established law firm in Uniondale is seeking a Senior Trusts and Estates Attorney with 20 years of experience to manage complex estate planning and administration. The successful candidate will provide strategic counsel to high-net-worth clients and collaborate with professionals across varied estates and trusts issues.

Qualifications

• 20 years of experience in trusts and estates law required.
• Extensive experience in estate planning and estate administration.
• Active New York State Bar license.

Responsibilities

• Draft and review wills, trusts, and estate planning documents.
• Advise clients on wealth transfer strategies and tax planning.
• Represent clients in Surrogate's Court proceedings.

Skills

Expert knowledge of estate, gift, and generation-skipping transfer tax laws

Excellent drafting, analytical, and research skills

Strong interpersonal skills and client relationship management

Highly organized with the ability to handle multiple high-level matters simultaneously

Proficiency with estate planning software and legal research tools

Education

Juris Doctor (JD) from an accredited law school

LLM in Taxation or Estate Planning

Job description

Job Overview
An established law firm in Uniondale is seeking a Senior Trusts and Estates Attorney with 20 years of experience. This role is ideal for a seasoned practitioner who can independently manage sophisticated estate planning and administration matters. The successful candidate will advise high-net-worth individuals, families, and fiduciaries on complex estate, tax, and trust issues while ensuring legal compliance and providing high-level strategic counsel.

Location

• Uniondale, New York

Duties

• Draft and review wills, trusts, powers of attorney, and other estate planning documents
• Advise clients on wealth transfer strategies, tax planning, and charitable giving
• Administer complex estates and trusts, including probate and fiduciary accounting
• Counsel fiduciaries on duties and obligations under trust and estate law
• Represent clients in Surrogate’s Court proceedings, including contested matters
• Collaborate with financial advisors, accountants, and other professionals on client matters
• Provide mentorship and oversight to junior attorneys and support staff

Requirements

• 20 years of experience in trusts and estates law
• Extensive experience in estate planning, estate administration, and related tax matters
• Licensed and in good standing with the New York State Bar
• Deep knowledge of federal and state tax laws affecting estates and trusts
• Strong track record of advising high-net-worth clients and managing complex cases

Education

• Juris Doctor (JD) from an accredited law school
• LLM in Taxation or Estate Planning (preferred but not required)

Certifications

• Active license to practice law in the state of New York

Skills

• Expert knowledge of estate, gift, and generation-skipping transfer tax laws
• Excellent drafting, analytical, and research skills
• Strong interpersonal skills and client relationship management
• Highly organized with the ability to handle multiple high-level matters simultaneously
• Proficiency with estate planning software and legal research tools

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : [phone]
Fax : [phone]