Trusts & Estates Associate - Private Wealth

Partners Legal Search; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Partners Legal Search seeks a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies within a fully integrated wealth advisory platform.

The role offers partnership-track potential, exposure to complex planning, drafting of wills and trusts, collaboration with investment advisors, and direct client relationships with high-net-worth clients.

Qualifications

• J.D. from an accredited law school.
• 4+ years of sophisticated trusts and estates experience.
• Experience advising ultra-high-net-worth individuals and families.
• Strong estate planning and gift and estate tax expertise.
• Experience with complex trust structures and wealth transfer strategies.
• Excellent interpersonal and client communication skills.

Responsibilities

• Advise ultra-high-net-worth individuals and families on private wealth matters.
• Draft complex wills, trusts, and estate planning documents.
• Develop wealth transfer and tax-efficient planning strategies.
• Collaborate with investment advisors and trust administration professionals.
• Maintain direct relationships with high-net-worth clients and their advisors.
• Provide planning for family-owned businesses and charitable structures.

Skills

Analytical skills

Client communication

Independent matter management

Attention to detail

Education

J.D. from an accredited law school

Job description

Our client, a prestigious law firm with a highly regarded private wealth practice, is seeking a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies.

This is an exceptional opportunity for an experienced private wealth attorney looking to develop a long-term practice while working closely with sophisticated clients and highly experienced practitioners.

The practice operates within a fully integrated wealth advisory platform, bringing together estate planning attorneys, investment professionals, and trust administration specialists to deliver comprehensive, highly personalized solutions.

The position offers significant client exposure, sophisticated planning work and a defined partner-track opportunity.

Role Overview

The Senior Attorney will advise ultra-high-net-worth individuals, families, and family-owned businesses on a broad range of private wealth matters, including:

• Sophisticated estate and gift tax planning
• Wealth transfer and preservation strategies
• Long-term estate and succession planning
• Drafting complex wills, trusts, and estate planning documents
• Lifetime gifting strategies and tax-efficient wealth transfers
• Estate and trust administration
• Federal gift and estate tax analysis
• Planning involving family-owned businesses
• Charitable giving and philanthropic planning
• Advising family foundations and charitable organizations
• Collaborating with investment advisors and trust administration professionals
• Maintaining direct relationships with high-net-worth clients and their advisors

Candidate Profile

• J.D. from an accredited law school
• 4+ years of sophisticated trusts and estates experience
• Significant experience advising ultra-high-net-worth individuals and families
• Strong estate planning and gift and estate tax expertise
• Experience with complex trust structures and wealth transfer strategies
• Familiarity with estate and trust administration
• Strong analytical skills and professional judgment
• Excellent interpersonal and client communication skills
• Ability to independently manage sophisticated client matters
• Proactive, detail-oriented, and committed to exceptional client service

Why Consider This Opportunity?

• This is a partnership track position.
• Work within a sophisticated, fully integrated wealth advisory practice.
• Collaborate with attorneys, investment advisors, and trust administration professionals.
• Advise ultra-high-net-worth families on complex estate, tax, and wealth preservation strategies.
• Gain exposure to multigenerational wealth planning, family businesses, and philanthropic structures.
• Work directly with sophisticated private clients and their advisors.
• Develop long-term relationships and take substantive responsibility for complex planning matters.Work closely with experienced attorneys in a collaborative, leanly staffed environment