Trust & Estates Attorney

SourcePro Search

  • New York
  • 30+ days ago

    Highlights

    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. 5+ years of experience in complex estate planning, asset protection planning, and trusts & estates administration.

    Numbers & Facts

    LocationNew York
    Websitehttps://sourceprosearch.com

    Description

    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.