Trust & Estates Associate Attorney / Sr Associate (4+ Yrs Exp)

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

Job summary

An established legal team is seeking an experienced trusts and estates attorney to provide strategic counsel on wealth transfer, taxation, and charitable giving. In this dynamic role, you will work with high-net-worth individuals and families, advising them on complex estate planning and administration. This opportunity allows you to thrive in a supportive environment while contributing to a well-regarded private client practice. If you are passionate about delivering exceptional client service and looking to elevate your career, this position is perfect for you.

Qualifications

• Minimum of four years of experience in trusts and estates law.
• Strong knowledge of tax and succession planning required.

Responsibilities

• Provide legal guidance on tax-efficient wealth transfer strategies.
• Advise on estate and income taxation and succession planning.

Skills

Trusts and Estates Law

Tax Planning

Client Service

Legal Analysis

Drafting Skills

Education

Juris Doctor (JD)

Admitted to New York State Bar

Job description

This Jobot Job is hosted by Scott Rundlett.

Job Details

A well-established and nationally recognized legal team is seeking an experienced trusts and estates attorney with at least four years of relevant experience. This role is ideal for an attorney who thrives in high-net-worth estate planning and administration, offering strategic counsel on wealth transfer, taxation, and charitable giving.

Key Responsibilities

1. Provide legal guidance on trust and estate planning, focusing on tax-efficient wealth transfer strategies.
2. Advise on estate and income taxation, succession planning, lifetime gifting, and charitable giving.
3. Work with high-net-worth individuals, families, fiduciaries, and tax-exempt organizations to structure and implement comprehensive estate plans.
4. Collaborate across disciplines, including corporate, real estate, employment, and litigation, to provide holistic legal solutions.
5. Stay current on state and federal tax laws impacting estate planning.

Ideal Candidate Qualifications

1. Minimum of four years of experience handling private client matters, trusts, and estates.
2. Strong knowledge of tax and succession planning.
3. Exceptional client service, legal analysis, and drafting skills.
4. Ability to work both independently and collaboratively within a team.
5. Admitted to practice law and in good standing with the New York State Bar.

This opportunity offers a chance to contribute to a highly regarded private client practice, advising high-net-worth individuals and their families on complex estate and tax matters. If you're looking to take your career to the next level in a dynamic, supportive environment, we encourage you to apply.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.