Estate Planning Attorney

3 weeks ago

Latham, United States Walrath Recruiting, Inc. Full time

Estate and Tax Planning Attorney

Location: Albany, NY

Category: Legal

Position Type: Full-time, Permanent


Description:

Our client is currently seeking an Estate and Tax Planning Attorney to join their team. This is a full-time, permanent position with excellent benefits.


Responsibilities Include:

  • Prepare drafting instructions for estate plan documents.
  • Assist clients in minimizing taxes on their estates.
  • Design, review, and edit estate plan documents.
  • Follow up with clients to review and explain the estate plan.
  • Keep up to date on the latest estate laws and regulations.


Qualifications:

  • A Juris Doctorate and the ability to practice law in NYS is required.
  • 3+ years of experience in high-net-worth estate and tax planning.
  • Experience planning and drafting Intentionally Defective Trusts, Revocable and Irrevocable Trusts, Charitable Lead and Charitable Remainder Trusts, and Grantor Retained Trusts preferred.
  • Must be able to work in a fast-paced work environment.
  • Excellent negotiation and communication skills.


Hours & Benefits:

  • M -F 9-5 pm
  • In-Person
  • PTO
  • Health, Dental, & Vision
  • 401K


The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

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