Estate Planning Partner/Senior Associate

Falcon Rappaport & Berkman

  • Mount Kisco, NY
  • 2 days ago
  • Full-time

Highlights

Falcon Rappaport & Berkman is a growing, full-service law firm with particular concentration in taxation, corporate, real estate, litigation, and all aspects of trusts and estates practice. • Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents).

Numbers & Facts

LocationMount Kisco, NY
Job TypeFull-time
Websitehttps://frblaw.com/

Description

Estimated salary for this position is $140,000-$180,000 per year

Falcon Rappaport & Berkman is seeking an Estate Planning Partner/Senior Associate.

Falcon Rappaport & Berkman is a growing, full-service law firm with particular concentration in taxation, corporate, real estate, litigation, and all aspects of trusts and estates practice.

Responsibilities will include, but not be limited to:
•    Handling all stages of estate planning and trust administration
•    Client intake and management
•    Drafting, reviewing and modifying  estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents)
•    Advising on various wealth transfer and asset protection strategies for high-net-worth clients
•    Implementing strategies for reducing estate, income and risk mitigation strategies
•    Preparing and reviewing technical memoranda for clients involving estate tax issues
•    Competently handling complex estate planning matters in consultation with the estate planning team 
•    Researching various client issues, analyzing options and proposing best course of action
•    Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus
•    Corporate experience a plus
•    Evaluation of fraudulent transfer and voidable transactions associated with the planning services we provide

Requirements:
7 years experience minimum.
Proficiency in Microsoft Office required.  
Foreign language skills a plus.
Real Estate Experience a plus
Evaluation of fraudulent transfer and voidable transaction a plus
Book is preferred but not required

Why work with us?
Robust benefits package.
Flexible work hours.
Collegial & communicative atmosphere.
 

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