Trusts & Estates Attorney

Cglawoffices; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Coughlin & Gerhart, LLP is seeking a full-time attorney admitted in New York State to join our Trusts & Estates Practice Group in Bainbridge. The ideal candidate will have over three years of experience and be committed to guiding clients through the estate planning process.

The role involves drafting estate planning documents, managing trust administration, and ensuring compliance with court requirements. Strong analytical and communication skills are essential for success.

Qualifications

• Current New York Bar admission.
• 3+ years of Trusts & Estates experience preferred.
• Strong desire to further legal skills.

Responsibilities

• Represent the firm’s clients in the estate planning process.
• Draft a variety of estate planning and trust administration documents.
• Assist clients with trust funding and provide guidance.
• Prepare and assemble federal estate tax returns.
• Manage trust and probate administration matters.

Skills

Diplomacy

Multitasking

Clear writing

Verbal communication

Quick research

Analytical skills

Interpersonal skills

Education

Juris Doctor degree

Job description

Coughlin & Gerhart, LLP is seeking a full-time attorney admitted in New York State with at least three years of experience to join our Trusts & Estates Practice Group in our Bainbridge office.

Requirements

• Current New York Bar admission.
• Juris Doctor degree from an accredited law school.
• 3+ years of Trusts & Estates experience preferred.
• Strong desire to further legal skills.

Responsibilities

• Represent the firm’s clients in the estate planning process.
• Draft a variety of estate planning and trust administration documents.
• Assist clients with trust funding and provide appropriate guidance.
• Prepare and assemble federal estate tax returns.
• Demonstrate understanding of Surrogate’s Court / Probate Court processes, including court filings and procedural requirements.
• Manage trust and probate administration matters and ensure deadlines are met.
• Interpret applicable laws, rulings, and regulations related to estate planning, probate, and trust administration.
• Provide sound judgment with strong attention to detail in all matters.
• Utilize analytical and research skills to support case work.
• Maintain excellent interpersonal and communication skills when working with clients, courts, and internal teams.

Skills

• Must be skillful in managing situations requiring diplomacy, fairness, firmness and sound judgement.
• Ability to multitask, meet deadlines, and promptly respond to client needs.
• Ability to write in a clear, concise, and effective manner.
• Excellent verbal communication and advocacy skills.
• Ability to perform quick and reliable research.
• Strong analytical, research, and writing skills.
• Interpersonal skills necessary to communicate and convey information effectively in person, by email, and telephone.
• Committed to legal profession and teamwork approach.

Coughlin & Gerhart provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.