Trusts And Estates Associate Attorney

BCG Attorney Search; City of White Plains (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

A leading law firm in White Plains seeks a Trusts and Estates Associate Attorney to deliver high-quality legal services to high-net-worth individuals and families. The role involves collaborating with senior attorneys, providing legal counsel in estate planning, and managing trust administration. Candidates should have 4-6+ years of relevant experience, a Juris Doctor degree, and a commitment to client service excellence.

Qualifications

• 4-6+ years of experience as a Trusts and Estates Attorney.
• Admission to the New York Bar required; options for Connecticut and/or Massachusetts Bar.
• Proven experience in drafting estate planning documents.

Responsibilities

• Provide legal counsel on estate planning, trust administration, and probate matters.
• Draft and review estate planning documents.
• Advise clients on estate tax minimization strategies.

Skills

Strong estate planning drafting skills

Excellent organizational skills

Exceptional client relationship management

Deep understanding of estate, trust, and probate laws

Ability to work with diverse professionals

Strong attention to detail

Education

Juris Doctor (J.D.) from an ABA-accredited law school

Job description

Job Title: Trusts and Estates Associate Attorney

Job Location: White Plains, NY

Job Overview

A prominent law firm is seeking a skilled Trusts and Estates Associate Attorney to provide high-quality legal services to high-net-worth individuals, families, and businesses. The attorney will collaborate with senior legal professionals, assisting with estate planning, trust administration, and probate matters. The ideal candidate will possess experience in complex estate and trust issues, with a commitment to client service and legal excellence.

Duties

• Provide legal counsel to clients on estate planning, trust administration, and probate matters.
• Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Advise clients on estate tax minimization strategies and asset protection.
• Assist in estate and trust administration, including legal document preparation, asset management, and dispute resolution.
• Conduct legal research on estate planning, tax law, and probate law developments.
• Collaborate with financial advisors, accountants, and other professionals to develop comprehensive estate plans.
• Represent clients in probate and trust court proceedings when necessary.
• Build and maintain strong client relationships through effective communication.

Requirements

• 4-6+ years of experience as a Trusts and Estates Attorney.
• Admission to the New York Bar (or ability to waive in) required; additional admissions to Connecticut and/or Massachusetts Bar are a plus.
• Juris Doctor from an ABA-accredited law school.
• Proven experience in drafting estate planning documents, including trusts, and handling complex estate and trust administration.
• Experience with estate, gift, and fiduciary income tax returns.
• Familiarity with probate court proceedings involving fiduciaries and beneficiaries.
• Exceptional written communication skills.
• Strong verbal communication skills for effective client and colleague interactions.
• High organizational ability to prioritize tasks and manage heavy workloads.
• Ability to quickly absorb and apply new information.
• Professional, cooperative, and flexible attitude.

Education

• Juris Doctor (J.D.) from an ABA-accredited law school.

Certifications

• Admission to the New York Bar (or ability to waive in).
• Additional state bar admissions (CT/MA) are advantageous.

Skills

• Strong estate planning drafting skills.
• Excellent organizational skills.
• Exceptional client relationship management.
• Deep understanding of estate, trust, and probate laws.
• Ability to work with diverse professionals in a team setting.
• Strong attention to detail and multitasking ability.

Job Location

• White Plains, NY

Company info

BCG Attorney Search

125 Park Avenue, 25th floor
New York, NY 10017

Phone: [phone]

Fax: [phone]