Trusts & Estates Associate — Estate Planning & Administration

SourcePro Search, LLC; New York (NY); Presencial; USD 170 000 - 230 000; Tempo integral

Resumo da oferta

SourcePro Search, LLC in New York, NY seeks a mid-level Trusts & Estates Associate to provide counsel in estate planning and estate administration for high-net-worth individuals and businesses.

You will draft wills and trusts, advise on business succession, asset preservation and estate tax planning, and coordinate multi-jurisdictional estate filings. Strong communication skills and 5+ years in trusts & estates are required.

Qualificações

• 5+ years of experience in Trusts & Estates law, focusing on estate planning or estate administration.
• Knowledge of business entities, tax compliance, and estate tax planning.
• Strong written and verbal communication skills.
• Experience working with sophisticated high-net-worth clients.

Responsabilidades

• Provide counsel in estate planning and estate administration for high-net-worth individuals and businesses.
• Work with clients to implement business succession, asset preservation, and estate tax planning strategies.
• Draft wills, trusts, family limited partnerships, and other estate planning documents.
• Manage complex, multi-jurisdictional estate administration and tax filings.
• Support clients with post-mortem planning and other advanced estate planning techniques.

Conhecimentos

Estate planning

Estate administration

High-net-worth clients

Business entities

Tax compliance

Communication skills

Descrição da oferta de emprego

SourcePro Search, LLC in New York, NY seeks a mid-level Trusts & Estates Associate to provide counsel in estate planning and estate administration for high-net-worth individuals and businesses.

You will draft wills and trusts, advise on business succession, asset preservation and estate tax planning, and coordinate multi-jurisdictional estate filings. Strong communication skills and 5+ years in trusts & estates are required.