Estate Planning Attorney

1 week ago


New York, New York, United States Jobot Full time
About the Role

We are seeking an experienced Estate and Tax Planning Attorney to join our team at Jobot. As a leading provider of complex estate and trust planning services, we are committed to delivering exceptional results for our clients.

Key Responsibilities
  • Provide expert advice on estate and tax planning strategies to high net worth individuals and families.
  • Develop and implement customized estate plans, including wills, trusts, and powers of attorney.
  • Stay up-to-date with changes in tax laws and regulations, and advise clients on the implications for their estate plans.
  • Collaborate with other professionals, such as accountants and financial advisors, to ensure comprehensive planning.
  • Communicate complex information to clients in a clear and concise manner.
Requirements
  • JD from an accredited law school.
  • Admitted to the New York Bar.
  • At least 5 years of experience in high net worth estate and tax planning.
  • Preferred experience in planning and drafting complex trusts, including Intentionally Defective Trusts, Spousal Limited Access Trusts, and Grantor Retained Trusts.
  • Proficient in software such as Clio, NetDocuments, and Wealth Docs.
What We Offer
  • Competitive base salary between $130,000 and $250,000.
  • Medical, dental, and vision insurance.
  • 401(k) plan with firm match.
  • Paid holiday, sick, and vacation time.
  • Relocation assistance.


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