Trust and Estate Attorney

BCG Attorney Search; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a detail-oriented attorney to join its trusts and estates team in New York City. This role offers a unique opportunity to work closely with clients on legacy planning and asset protection, ensuring a balance of technical excellence and personal client interaction. You will be responsible for designing customized estate plans, advising on tax-efficient strategies, and representing clients in court proceedings. This collegial environment fosters long-term professional growth while minimizing administrative burdens, making it an ideal setting for dedicated legal professionals looking to make a meaningful impact.

Benefits

401(k) retirement savings plan

Medical insurance contributions

Dental insurance contributions

Disability insurance

Qualifications

• 1-6 years of experience in estate planning and administration.
• Licensed to practice law in New York and in good standing.

Responsibilities

• Design and implement customized estate plans including wills and trusts.
• Advise clients on tax-efficient wealth transfer strategies.

Skills

Analytical Skills

Drafting Skills

Interpersonal Communication

Organizational Skills

Discretion

Education

Juris Doctor (J.D.)

LL.M. in Taxation

Job description

A law firm in New York City is seeking an insightful and detail-oriented attorney to join its trusts and estates team. This position offers a compelling opportunity to work closely with individuals, families, and fiduciaries on matters involving legacy planning, asset protection, and wealth transfer strategies. Attorneys in this role will be part of a collegial environment that combines technical excellence with deeply personal client work, offering long-term professional growth without excessive administrative burden.

Key Responsibilities:

1. Design and implement customized estate plans, including wills, trusts, and related instruments
2. Advise clients on tax-efficient strategies for wealth transfer and charitable giving
3. Represent clients in probate and surrogate’s court proceedings, including contested and uncontested matters
4. Support fiduciaries with trust administration, including compliance and beneficiary issues
5. Coordinate with financial advisors, accountants, and family offices to align estate plans with broader financial goals
6. Conduct legal research and prepare memoranda on estate, gift, and generation-skipping tax implications

Required Background & Licensure:

1. Between 1 to 6 years of relevant experience in estate planning and administration
2. Licensed to practice law in the State of New York and in good standing
3. Demonstrated knowledge of federal and New York State estate, gift, and income tax rules
4. Familiarity with surrogate’s court procedures and trust administration best practices

Education:

1. Juris Doctor (J.D.) from an accredited U.S. law school
2. LL.M. in Taxation is preferred

Skills & Personal Attributes:

1. Strong analytical and drafting skills, with high precision in written work
2. Excellent interpersonal communication skills and ability to build client trust
3. Discretion and sensitivity in handling confidential financial and family matters
4. Organizational talent with the ability to manage multiple projects and deadlines
5. Team player with initiative and a solutions-oriented approach

Compensation & Benefits:

1. Employer-sponsored 401(k) retirement savings plan
2. Contributions toward medical and dental insurance coverage
3. Disability insurance for long-term financial protection