Senior Trusts & Estates, Private Wealth (Partnership Track)

Partners Legal Search; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Partners Legal Search seeks a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies within a fully integrated wealth advisory platform.

The role offers partnership-track potential, exposure to complex planning, drafting of wills and trusts, collaboration with investment advisors, and direct client relationships with high-net-worth clients.

Qualifications

• J.D. from an accredited law school.
• 4+ years of sophisticated trusts and estates experience.
• Experience advising ultra-high-net-worth individuals and families.
• Strong estate planning and gift and estate tax expertise.
• Experience with complex trust structures and wealth transfer strategies.
• Excellent interpersonal and client communication skills.

Responsibilities

• Advise ultra-high-net-worth individuals and families on private wealth matters.
• Draft complex wills, trusts, and estate planning documents.
• Develop wealth transfer and tax-efficient planning strategies.
• Collaborate with investment advisors and trust administration professionals.
• Maintain direct relationships with high-net-worth clients and their advisors.
• Provide planning for family-owned businesses and charitable structures.

Skills

Analytical skills

Client communication

Independent matter management

Attention to detail

Education

J.D. from an accredited law school

Job description

Partners Legal Search seeks a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies within a fully integrated wealth advisory platform.

The role offers partnership-track potential, exposure to complex planning, drafting of wills and trusts, collaboration with investment advisors, and direct client relationships with high-net-worth clients.