Trusts amp Estates Associate Attorney

Profile

A law firm seeks an experienced Trusts & Estates Associate Attorney to join its Uniondale, NY office, with the option of a hybrid remote work arrangement. This role involves delivering comprehensive legal services to high-net-worth individuals, families, and businesses, focusing on estate planning, trust administration, and probate.

Duties

• Provide legal counsel and representation on estate planning, trust administration, and probate matters.
• Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Advise clients on strategies to reduce estate taxes and safeguard their assets.
• Oversee estate and trust administration, including asset distribution, filing necessary legal documents, and resolving disputes.
• Conduct legal research and remain informed on developments in estate planning, tax law, and probate law.
• Collaborate with financial advisors, accountants, and other professionals to craft comprehensive estate plans.
• Represent clients in court proceedings related to probate and trust administration.
• Build and sustain client relationships through effective communication and understanding of unique client needs.
• Meet an annual requirement of 1,800 billable hours.

Requirements

• 4-6+ years of relevant experience in trusts and estates law.
• Admission to the New York, Connecticut, and/or Massachusetts bar (or ability to waive in).
• Proven experience drafting estate planning documents, including various types of trusts, and handling complex estate and trust administration.
• Proficiency in preparing estate, gift, and fiduciary income tax returns.
• Experience representing fiduciaries and beneficiaries in Probate Court proceedings.
• Strong legal writing and verbal communication skills.
• Demonstrated ability to manage competing priorities and absorb new information quickly.
• High level of professionalism, conscientiousness, and attention to detail.
• Positive and cooperative attitude, with the ability to work collaboratively with diverse individuals across various levels of the organization.
• Military experience is welcomed.

Education

• Juris Doctorate (JD) degree from an ABA-accredited law school.

Certifications

• Active membership in good standing with the bar in applicable jurisdictions.

Skills

• Expertise in estate planning, tax law, and probate law.
• Strong interpersonal skills for effective client collaboration and relationship building.
• Exceptional organizational skills and the ability to prioritize workload efficiently.
• High standards of performance, dedication, and self-discipline.

Benefits

• Hybrid remote work flexibility.
• A supportive and inclusive work environment that values diverse backgrounds and experiences.
• Commitment to professional development and fostering a respectful, collaborative atmosphere.

This opportunity is ideal for a dedicated attorney looking to further their career in trusts and estates law while working in a collegial and professional environment.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306