Senior Trusts & Estates Attorney – Multi-State Wealth

Orionplacement; New York (NY); Hybrid; USD 175,000 - 250,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer is seeking an experienced trusts and estates attorney with 8+ years of relevant legal experience and admission to the Connecticut, New York, or New Jersey Bar. The role focuses on sophisticated estate planning, trust administration, and multi-state tax matters.

You will advise high-net-worth individuals and families, develop estate strategies, mentor junior attorneys, and collaborate across the firm’s offices in a hybrid work setup with Greenwich, NYC, or Roseland locations.

Qualifications

• 8+ years of relevant legal experience with substantial trusts and estates experience.
• Admission in Connecticut, New York, or New Jersey.
• Experience with sophisticated estate planning and trust & estate administration.
• Knowledge of estate, gift, fiduciary, and income tax planning.
• Experience advising high-net-worth individuals, families, fiduciaries, or closely held business owners.
• Strong drafting, analytical, communication, and client relationship skills.
• Willingness to obtain additional bar admissions as needed to support client matters.
• LL.M. in Taxation is preferred, not required.

Responsibilities

• Advise high-net-worth individuals, families, fiduciaries, and business owners on sophisticated trusts and estates matters.
• Develop estate planning strategies involving wills, trusts, wealth transfer, asset protection, and business succession planning.
• Handle complex trust and estate administration matters from start to finish.
• Counsel clients on estate, gift, fiduciary, and income tax considerations.
• Draft sophisticated estate planning and trust documents tailored to client objectives.
• Collaborate with attorneys across the firm on tax, estate planning, business, and related client matters.
• Build and maintain trusted client relationships while delivering responsive, practical counsel.
• Support the growing volume of multi-state tax, trust, and estate planning matters.
• Mentor junior attorneys and contribute to the continued development of the practice.

Skills

8+ years of experience

Strong drafting

Analytical skills

Client relationship skills

Willingness to obtain bar admissions

Education

Juris Doctor

LL.M. in Taxation (preferred)

Job description

Confidential Employer is seeking an experienced trusts and estates attorney with 8+ years of relevant legal experience and admission to the Connecticut, New York, or New Jersey Bar. The role focuses on sophisticated estate planning, trust administration, and multi-state tax matters.

You will advise high-net-worth individuals and families, develop estate strategies, mentor junior attorneys, and collaborate across the firm’s offices in a hybrid work setup with Greenwich, NYC, or Roseland locations.