Trust & Estates Attorney

SourcePro Search

New York

JOB DETAILS
SKILLS
Analysis Skills, Attorney, Business Development, Certified Public Accountant (CPA), Communication Skills, Customer Support/Service, Detail Oriented, Disability Insurance, Documentation Review, Estate Planning, Health Insurance, High Net Worth, Income Tax, Interpersonal Skills, Legal Support Skills, Litigation, Loss Prevention, Maintain Compliance, Multitasking, Probate, Problem Solving Skills, Regulations, Regulatory Compliance, Sales Management, Strategic Planning, Team Player
LOCATION
New York
POSTED
30+ days ago

Trust & Estates Attorney - New York

What You'll Do:

As a Trust & Estates Attorney in our New York office, you will play a pivotal role in our firm's estate planning and administration practice. Your key responsibilities will include:

  • Complex Estate Planning:

    • Develop and implement comprehensive estate plans for high-net-worth individuals and families.
    • Provide asset protection planning and strategies.
  • Trusts & Estates Administration:

    • Administer trusts and estates, ensuring compliance with applicable laws and regulations.
    • Manage all aspects of probate and trust administration, including preparing and reviewing documents, filings, and reports.
  • Client Consultation and Representation:

    • Advise clients on estate, gift, and income tax matters.
    • Represent clients in estate-related disputes and litigation.
  • Collaborative Work:

    • Work closely with other attorneys and support staff to deliver exceptional client service.
    • Participate in business development activities to expand the firm's client base.

What You'll Bring:

  • Experience:

    • 5+ years of experience in complex estate planning, asset protection planning, and trusts & estates administration.
    • Experience in business is a plus but not required.
  • Qualifications:

    • LLM in Taxation or CPA.
    • Admission to the New York Bar.
  • Skills:

    • Strong analytical and problem-solving skills.
    • Excellent communication and interpersonal skills.
    • Ability to manage multiple clients and projects simultaneously.
    • Attention to detail and a high level of accuracy.

Benefits:

  • Heavily subsidized health insurance premiums.
  • Firm paid HSA contributions ranging from $600 and $1,200 annually.
  • Firm pays 100% of employee-only premium for dental insurance and provides inexpensive options for dependents.
  • Firm pays 100% of employee-only premium for vision insurance and provides inexpensive options for dependents.
  • Tax-advantaged account options like Flexible Spending Accounts and Dependent Care Accounts.
  • Life Insurance, paid by the Firm.
  • Long-Term Disability Insurance, paid by the Firm.
  • Employee Assistance Program (EAP).
  • Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution after 1 year of service.

Salary:

The expected salary range for this position is between $200,000 and $300,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

About the Company

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