Trusts And Estates Associate Attorney

BCG Attorney Search; Uniondale (NY); Hybrid; USD 100,000 - 160,000; Full time

Job summary

A prestigious law firm in Uniondale, NY, is seeking an experienced Trusts and Estates Associate Attorney. This hybrid role involves working with high-net-worth clients on estate planning and trust administration, providing significant legal services alongside senior attorneys. Candidates should have proven legal skills, especially in drafting estate documents and advising on tax strategies.

Qualifications

• 4-6+ years of experience in Trusts and Estates law.
• Admission to the NY, CT, and/or MA Bar (or ability to waive in).
• Experience drafting complex estate planning documents.

Responsibilities

• Provide expert legal counsel on estate planning, trust administration, and probate matters.
• Draft and finalize estate planning documents, including wills and trusts.
• Advise clients on estate tax minimization strategies.

Skills

Estate planning expertise

Trust administration expertise

Excellent communication skills

Strong writing skills

Organizational skills

Multitasking ability

Education

Juris Doctor from an ABA-accredited law school

Job description

Job Title: Trusts and Estates Associate Attorney

Job Location: Uniondale, NY

Job Overview:

A prestigious law firm is seeking an experienced Trusts and Estates Associate Attorney to join their team. This role offers a hybrid remote opportunity, providing an excellent platform to work with high-net-worth individuals, families, and businesses in estate planning, trust administration, and probate law. The ideal candidate will collaborate with senior attorneys to deliver exceptional legal services, managing a diverse range of responsibilities and ensuring clients receive top-tier counsel.

Duties:

• Provide expert legal counsel on estate planning, trust administration, and probate matters.
• Draft 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 document preparation, asset distribution, and dispute resolution.
• Conduct legal research and stay updated on estate planning, tax, and probate law developments.
• Collaborate with financial advisors, accountants, and other professionals on estate plans.
• Travel to Bantam, CT, as needed for CT-based attorneys.
• Represent clients in probate and trust administration court proceedings.
• Build and maintain strong client relationships through effective communication and understanding client needs.

Requirements:

• 4-6+ years of experience in Trusts and Estates law.
• Admission to the NY, CT, and/or MA Bar (or ability to waive in).
• Juris Doctor from an ABA-accredited law school and active bar membership.
• Experience drafting complex estate planning documents, including trusts.
• Proficiency in estate, gift, and fiduciary income tax return preparation.
• Experience representing fiduciaries and beneficiaries in Probate Court.
• Strong writing skills.
• Excellent verbal communication and prioritization skills.
• Strong organizational skills and multitasking ability.
• Quick learner with the ability to absorb new information.
• Professional, cooperative, and flexible attitude.
• Ability to work well with diverse personalities.
• Military experience is a plus.

Education:

• Juris Doctor from an ABA-accredited law school.

Certifications:

• Bar admission to NY, CT, and/or MA (or ability to waive in).

Skills:

• Estate planning and trust administration expertise.
• Excellent communication and writing skills.
• Strong organizational and multitasking skills.
• Effective collaboration with clients and teams.

Job Location:

• Uniondale, NY (Hybrid remote options available).

Company Info:

BCG Attorney Search
125 Park Avenue, 25th Floor
New York, NY 10017
Phone: [phone]
Fax: [phone]

Note: The additional information about the firm and compensation details are supplementary and should be included as appropriate in the job posting. The job is active and not expired.