Sr Associate, Trusts and Estates

Grant, Herrmann, Schwartz & Klinger LLP; New York (NY); On-site; USD 190,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k)

Professional development support

Job summary

Grant, Herrmann, Schwartz & Klinger LLP in New York seeks a Senior Associate with 6+ years in trusts and estates to join our on-site team. The candidate should have exceptional drafting skills, attention to detail, and interest in sophisticated estate planning and Surrogate’s Court experience. An LL.M.

in Taxation is strongly preferred. NY license required; NJ/FL helpful. We offer a competitive compensation package and comprehensive benefits.

Qualifications

• J.D. from an accredited law school.
• Minimum of 6 years’ experience in trusts, estates and taxation practice at a law firm.
• LL.M. in Taxation preferred.
• Licensed to practice law in New York; New Jersey and/or Florida strongly preferred in addition to New York.
• Strong organizational skills and the ability to manage multiple priorities with precision.
• A proactive, team-oriented mindset with the ability to work independently when needed.

Responsibilities

• Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents
• Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary accounting, and asset marshaling and distribution
• Conduct research and prepare memoranda addressing estate, gift, GST, and income tax considerations
• Support partners on planning engagements for high-net-worth individuals and families, with particular focus on tax-efficient wealth transfer and succession strategies
• Manage client communications with professionalism and clarity, collaborating closely with fiduciaries, financial advisors, and other professional partners
• Contribute to team development by mentoring junior associates and supporting practice initiatives where appropriate

Skills

Estate planning

Trusts & Estates

Legal drafting

Mentoring juniors

Research

Education

J.D. from accredited law school

Job description

This is an on-site position. Please do not apply for remote work.

About the Opportunity

Our Trusts & Estates practice is seeking a highly skilled Senior Associate with 6+ years of experience to join a dynamic and growing team. The ideal candidate brings exceptional drafting capabilities, deep attention to detail, and a genuine interest in sophisticated estate planning and additionally, has experience with Surrogate’s Court practice and estate/trust administration. An LL.M. in Taxation is strongly preferred and will be viewed favorably.

Responsibilities:

• Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents
• Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary accounting, and asset marshaling and distribution
• Conduct research and prepare memoranda addressing estate, gift, GST, and income tax considerations
• Support partners on planning engagements for high-net-worth individuals and families, with particular focus on tax-efficient wealth transfer and succession strategies
• Manage client communications with professionalism and clarity, collaborating closely with fiduciaries, financial advisors, and other professional partners
• Contribute to team development by mentoring junior associates and supporting practice initiatives where appropriate

Requirements:

• J.D. from an accredited law school.
• Minimum of 6 years’ experience in trusts, estates and taxation practice at a law firm
• LL.M. in Taxation preferred
• Licensed to practice law in New York; New Jersey and/or Florida strongly preferred in addition to New York.
• Strong organizational skills and the ability to manage multiple priorities with precision
• A proactive, team-oriented mindset with the ability to work independently when needed

We offer a competitive compensation package of $190,000-$240,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.