Trust amp Estates Attorney

BCG Attorney Search; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a skilled Trust & Estates Attorney to join their New York office. This role is perfect for candidates with over 5 years of experience in complex estate planning and asset protection, offering a collaborative environment with mentorship from senior attorneys. The position involves providing comprehensive legal services, drafting essential documents, and advising clients on tax-efficient strategies. This is an exciting opportunity to work on high-level matters and make a significant impact in the field of trust and estates law.

Benefits

Heavily subsidized health insurance premiums

Firm-paid HSA contributions

100% coverage of employee-only premiums for dental and vision

Tax-advantaged accounts (FSA and DCA)

Life insurance paid by the firm

Long-term disability insurance paid by the firm

Employee Assistance Program (EAP)

Traditional and Roth 401(k) options with matching contribution

Qualifications

• 5+ years of experience in trust and estates law required.
• Strong drafting and legal research skills are essential.

Responsibilities

• Provide legal advice in estate planning and trusts administration.
• Draft wills and trusts, advise on tax-efficient strategies.

Skills

Trust and Estates Law

Estate Planning

Tax Laws

Legal Drafting

Legal Research

Client Relationship Management

Analytical Thinking

Problem-Solving

Communication Skills

Education

Juris Doctor (JD)

LLM in Taxation

CPA

Job description

Location
New York City, NY, United States

Posted on
Mar 27, 2025

Valid Through
Apr 26, 2025

Profile

Job Overview:

A highly reputable law firm is seeking a skilled Trust & Estates Attorney to join its New York office. This position is ideal for attorneys with 5+ years of experience, particularly those with expertise in complex estate planning, asset protection planning, and trusts & estates administration. An ideal candidate will also have an LLM in Taxation or a CPA. The role offers the opportunity to work on high-level matters in a collaborative environment, with access to interesting work and mentorship from senior attorneys.

Duties:

1. Provide comprehensive legal advice and services in the areas of complex estate planning, asset protection planning, and trusts & estates administration.
2. Draft wills, trusts, and other related documents.
3. Advise clients on tax-efficient estate planning strategies.
4. Represent clients in estate administration, including probate and trust administration.
5. Assist clients with the transfer of assets, business succession planning, and charitable giving.
6. Collaborate with clients and other professionals (e.g., accountants, financial advisors) to achieve clients' goals.
7. Stay current on relevant laws, regulations, and case law related to estate planning and tax matters.

Requirements:

1. 5+ years of experience in trust and estates law.
2. Experience with complex estate planning, asset protection planning, and trusts & estates administration.
3. LLM in Taxation or CPA preferred.
4. Active membership in the New York State Bar.
5. Strong attention to detail, analytical thinking, and problem-solving abilities.
6. Excellent written and oral communication skills.

Education:

Juris Doctor (JD) from an accredited law school.

Certifications:

LLM in Taxation or CPA (preferred).

Skills:

1. In-depth knowledge of trust and estates law, including estate planning and tax laws.
2. Strong drafting and legal research skills.
3. Ability to manage complex legal matters and prioritize workload efficiently.
4. Excellent client-facing skills with the ability to build and maintain client relationships.
5. High level of professionalism, ethical standards, and attention to detail.
6. Strong communication and interpersonal skills, both written and verbal.

Benefits:

1. Heavily subsidized health insurance premiums.
2. Firm-paid HSA contributions ranging from $600 to $1,200 annually.
3. 100% coverage of employee-only premiums for dental and vision insurance, with affordable options for dependents.
4. Tax-advantaged accounts, such as Flexible Spending Accounts (FSA) and Dependent Care Accounts (DCA).
5. Life insurance and long-term disability insurance paid by the firm.
6. Employee Assistance Program (EAP).
7. Traditional and Roth 401(k) options from day one, with a discretionary matching contribution after one year of service.

Company info

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