Trusts & Estates Associate — Tax & Wealth Planning

Whiteman Osterman & Hanna LLP; City of Albany (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

Whiteman Osterman & Hanna LLP in Albany, NY seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates, focusing on income, estate, gift, and generation-skipping tax matters. The candidate will handle estate planning, administration, and wealth preservation for high-net-worth clients and corporate trustees.

The role emphasizes collaboration, rigorous research, and precise drafting, with opportunities to contribute to tax planning and business succession strategies

Qualifications

• JD from an accredited law school.
• Admission to the New York Bar.
• 1-4 years of experience in trusts and estates law.

Responsibilities

• Prepare estate planning documents such as Wills, Trust Agreements, Powers of Attorney, Health Care Proxies, and Living Wills.
• Assist with high-net-worth tax planning, including wealth preservation strategies and tax analyses.
• Manage estate and trust administration matters, including representation before tax authorities and Surrogate’s Courts.
• Collaborate with other practice areas to deliver comprehensive solutions.
• Conduct legal research and draft legal documents.
• Communicate with clients and other stakeholders effectively.

Skills

Trusts & Estates

Estate planning

Wealth preservation

Charitable giving

Business succession planning

Legal research

Legal writing

Client communication

Education

Juris Doctor (JD) from an accredited law school

Admission to the New York Bar

Job description

Whiteman Osterman & Hanna LLP in Albany, NY seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates, focusing on income, estate, gift, and generation-skipping tax matters. The candidate will handle estate planning, administration, and wealth preservation for high-net-worth clients and corporate trustees.

The role emphasizes collaboration, rigorous research, and precise drafting, with opportunities to contribute to tax planning and business succession strategies