Attorney
17 hours ago
Top boutique law firm looking for Associates to join their Trusts & Estates team.
Responsibilities:
- Document Drafting and Review: Prepare and review critical estate planning documents, including wills, trusts, powers of attorney, and health care directives, tailored to clients' specific wealth transfer and protection strategies.
- Tax Compliance: Assist in the preparation of Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return) filings, supporting compliance and strategic tax minimization.
- Probate and Trust Administration: Handle the probate administration process, including drafting petitions, accountings, and guiding clients through complex administration issues with a focus on high-net-worth estates.
- Client Relations and Strategic Planning: Collaborate directly with clients and their advisors, supporting advanced asset protection and wealth transfer planning.
- Research and Analysis: Conduct thorough legal research, providing analysis on issues related to estate, gift, and generation-skipping transfer taxes, as well as trust and probate law.
Qualifications:
- Education: JD from an ABA-accredited law school
- LLM in Taxation preferred
- 3 – 8 years of applicable trusts and estates experience mandatory;
- Licensing: Admission to the New York State Bar or eligibility to waive into the NY bar.
- Technical Skills: Familiarity with estate drafting software preferred; strong knowledge of estate and gift tax compliance is a plus.
- Professional Traits: Strong attention to detail, effective communication skills, and a commitment to maintaining confidentiality and exceptional client service.
Benefits:
- Healthcare Coverage: Comprehensive healthcare plan.
- Retirement: 401(k) plan.
- Hybrid work schedule in NYC
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