Trusts and Estates Attorney

Robert Hadley Associates; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Robert Hadley Associates seeks a mid-level associate with extensive trusts and estates experience for a prominent New York firm. The candidate will handle complex planning, administration, fiduciary tax, and related tax returns for high net worth clients and families.

NY Bar admission is required; LL.M. in Taxation is a plus. The role involves advising on income, transfer, charitable planning, and business succession planning within a prestigious, client‑facing practice.

Qualifications

• Experience in complex trust and estate planning and administration.
• Experience with fiduciary tax and accounting, and estate controversies.
• Ability to advise on income tax, transfer tax and charitable planning.

Responsibilities

• Counsel high net worth individuals and families on wealth planning strategies.
• Lead administration of complex trusts and estates and handle related audits.
• Address valuation issues and pass-through entity planning and business succession.

Skills

Trusts & Estates

Estate planning

Fiduciary tax

Tax return preparation

Advising high net worth clients

Education

LL.M. in Taxation

New York Bar admission

Job description

Top NY mid-size law firm has an immediate need for a mid level associate with high networth trusts and estates experience. The firm handles highly visiable clientele. Candidate should have extensive experience in complex trust and estate planning and administration, including fiduciary tax and accounting, gift and estate tax return preparation, estate controversies and audits and complex valuation issues. Must have experience with estate and wealth planning for high net worth individuals and families ($30 million plus) and will be able to advise on income tax, transfer tax and charitable planning and pass-through entity and business succession planning.

LL.M. in taxation is a plus and New York Bar admission is required.