Trust and Estates Attorney – Sr./Partner

The American College of Trust and Estate Counsel (ACTEC); New York (NY); On-site; USD 125,000 - 200,000; Full time

Job summary

Join a top-tier boutique law firm as a senior Trust and Estates attorney, where you will implement sophisticated planning techniques for high-net-worth clients. This role offers an exciting opportunity to shape a burgeoning practice area while working collaboratively in a dynamic team environment. With a focus on estate and tax planning, you will leverage your expertise to provide exceptional client service and navigate complex legal challenges. Embrace a culture that supports business development and professional growth, all while enjoying a comprehensive benefits package. If you are a self-starter with a passion for law and client service, this is the perfect role for you.

Benefits

Comprehensive healthcare plan

401(k) plan

Continuing legal education opportunities

Qualifications

• 5+ years of experience in trust and estate planning required.
• Expertise in Federal and California or New York tax law essential.

Responsibilities

• Implement sophisticated planning techniques for high-net-worth clients.
• Manage estate and tax planning, estate administration, and charitable planning.

Skills

Trust and estate planning

Communication skills

Analytical skills

Drafting skills

Research skills

Client service orientation

Education

LLM in Taxation

Juris Doctor (JD)

Tools

Estate drafting software

Job description

ABRAMS GARFINKEL MARGOLIS BERGSON,LLP is a top-tier boutique law firm located in New York and California. We have an immediate opening for a full-time senior level / partner level Trust and Estates attorney. Be part of our burgeoning practice, implementing sophisticated planning techniques on behalf of clients. We are looking for an excellent attorney that is a self-starter, entrepreneurial and detail-oriented, in a position that demands outstanding interpersonal skills. This rare opportunity has the potential to shape and lead an important practice area in the firm.

REQUIREMENTS AND DETAILS:

• Experienced trust and estate planning lawyer with broad experience including complex estate, tax and wealth planning.
• LLM in Taxation preferred.
• Minimum five years’ experience.
• Primary areas include estate and tax planning for high-net-worth individuals and families, estate administration, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.
• Firm supports business development and path to partnership.
• No book of business required (but having a book of business can impact starting salary).
• Position requires superior communication, drafting, writing, research and analytical skills, with the ability to work both independently and as a team member.
• Experience and expertise in Federal and California or New York tax law required.
• Licensed in California or New York.
• Solid work ethic and ambitious in a team context – not at the expense of team.
• Client service orientation and high touch responsiveness expected.
• Proficiency with technology – ideally, self-sufficient in generation of routine work product. Familiarity with estate drafting software preferred; strong knowledge of estate and gift tax compliance is a plus.

Compensation and Benefits:

• Salary: $125,000 to $200,000, depending on experience and book of business.
• Healthcare Coverage: Comprehensive healthcare plan.
• Retirement: 401(k) plan.
• Opportunities for continuing legal education and professional growth within the firm.