Estate Planning Partner Attorney

Talent Search PRO

New York

JOB DETAILS
SKILLS
Attorney, Cross-Functional, Customer Relations, Estate Planning, Government Relations, High Net Worth, Leadership, Legal, Litigation, Service Delivery, Special Needs, Succession Planning, Technical Delivery
LOCATION
New York
POSTED
22 days ago

Salary range: $250K - $400K

Location: New York, NY

About this role

What we're looking for:

We need a senior Trusts & Estates attorney (6–10+ years) with a strong tax background who thrives on sophisticated, high-net-worth estate planning work. You should be comfortable navigating complex family dynamics and sensitive personal matters, with a track record of delivering technically excellent work on complex estates (the firm recently handled a $400M estate). Bonus points if you have a portable book of business ($1M+) and are ready to step into a partner-level role immediately.

What you'll do:

  • Handle sophisticated estate planning, trusts, and high-net-worth wealth transfer matters involving complex tax structures and significant personal/family dynamics
  • Take ownership of client relationships in the Trusts & Estates department, stepping into a busy practice that needs senior-level support immediately
  • Work closely with the T&E Department Head (Charles Capetanakis) and Co-Managing Partner (Jeffrey Citron) to serve existing clients and grow the practice
  • Develop and execute complex estate plans involving blended families, special needs considerations, and multi-generational wealth transfer strategies
  • Build your own book of business over time with firm support — earning 15% origination credit from dollar one on any business you bring in
  • Collaborate cross-functionally with the firm's government relations, commercial law, and litigation practices to deliver full-service solutions to estate planning clients
  • Contribute to the firm's long-term succession plan as a key member of the institutional leadership pipeline

About the Company

T

Talent Search PRO