Trusts And Estates Associate Attorney

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

Job summary

A prominent law firm in New York City is seeking a Trusts & Estates Associate Attorney with at least 2 years of specialized experience. The role involves drafting estate planning documents, advising clients on tax strategies, and managing high-value estates. Ideal candidates will be detail-oriented and possess strong interpersonal skills, working in a collaborative environment.

Benefits

Comprehensive health coverage

Life and disability insurance

401(k) retirement plan

Paid vacation and sick leave

Parental and caregiver leave policies

Performance-based bonuses

Continued legal education support

Qualifications

• Minimum 2 years of focused experience in estate planning and estate/trust administration.
• Familiarity with complex tax planning and fiduciary reporting.
• Admission to the New York State Bar or ability to obtain admission.

Responsibilities

• Draft and analyze estate planning instruments including wills and trusts.
• Advise clients on minimizing estate and gift taxes.
• Administer large estates and prepare tax filings.

Skills

Estate planning

Trust administration

Tax planning

Legal research

Analytical skills

Client interaction

Education

Juris Doctor (JD)

Job description

Location
New York City, NY, United States

Posted on
May 20, 2025

Valid Through
Jun 19, 2025

Profile

Job Title:Trusts And Estates Associate Attorney

Job Overview:
A prominent law firm based in New York City seeks a dedicated Trusts & Estates Associate with at least 2 years of specialized experience in estate planning and trust administration. This role offers the opportunity to work closely with seasoned practitioners handling high-value estates and multijurisdictional matters. The ideal candidate will be a motivated, detail-oriented legal professional capable of balancing independence with strong teamwork in a high-performance environment.

Duties:

Draft and analyze a wide range of estate planning instruments, including wills and complex trusts

Advise clients on strategies to minimize estate, gift, and generation-skipping transfer (GST) taxes

Handle advanced planning techniques such as GRATs, CRUTs, sales to IDGTs, and Dynasty Trusts

Prepare and review Federal Gift (709) and Estate (706) tax filings

Administer large estates, including probate filings, sub-trust funding, and valuation-related matters

Draft fiduciary appointment documents, releases, and settlement agreements

Counsel on charitable gifting structures and manage formation/oversight of philanthropic entities

Engage with high-net-worth clients, providing thoughtful guidance across estate and trust matters

Support client development initiatives and contribute to strategic business proposals

Requirements:

Minimum 2 years of focused experience in estate planning and estate/trust administration

Familiarity with complex tax planning, asset valuation, and fiduciary reporting

Strong interpersonal skills for client interactions and intra-firm collaboration

Excellent legal research, analytical, and drafting capabilities

Ability to manage multiple deadlines and sensitive matters with discretion

Education:

Juris Doctor (JD) from an accredited U.S. law school

Certifications:

Admission to the New York State Bar (or ability to obtain admission)

Skills:

Deep understanding of estate, gift, and fiduciary income tax laws

Proficient in trust and estate tax return preparation and compliance

High level of professional judgment and attention to confidentiality

Effective communicator, both verbally and in writing

Experience with multigenerational wealth transfer strategies and tax planning structures

Job Location:

New York City, NY

Comprehensive health coverage including medical, dental, and vision

Life and disability insurance options

401(k) retirement plan with firm contributions

Paid vacation and sick leave

Parental and caregiver leave policies

Eligibility for performance-based bonuses

Continued legal education and development support

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : [phone]
Fax : [phone]