Trusts and Estates Associate

IDEX Consulting Ltd.; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

IDEX Consulting Ltd. is seeking a Trusts and Estates Associate in New York with prior experience and an LL.M. The role focuses on estate planning, administration and drafting, with a solid knowledge of estate and gift tax laws. The candidate should be detail-oriented, personable, and eager to take on increasing responsibility.

The position offers exposure to sophisticated matter work for high net-worth and ultra high-net-worth individuals and families within a leading New York law firm.

Qualifications

• Experience in estate planning, estate administration and drafting; knowledge of estate and gift tax laws.
• Background in complex estate matters and tax planning.

Responsibilities

• Work on sophisticated estate planning, administration and controversy matters for high net-worth and ultra high net-worth individuals and families.
• Assist with drafting and reviewing trusts, wills, and related documents.
• Contribute to tax planning and compliance for complex estates.

Skills

Estate planning

Estate administration

Drafting

Attention to detail

Client communication

Research

Education

LL.M. in Tax or Estate Planning

J.D.

Tools

LexisNexis

Westlaw

Job description

A leading New York law firm is currently seeking a Trusts and Estates Associate with previous experience and an LLM. Candidates should have background in estate planning, estate administration and drafting and a knowledge of estate and gift tax laws appropriate for class year.
The candidate should be extremely detail-oriented, personable and eager to assume increasing responsibility. The successful candidate will have the opportunity to work on sophisticated estate planning, administration and controversy matters for high net-worth and ultra high net-worth individuals and families.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.