Trust & Estate Associate

This Jobot Job is hosted by: Sara Cobb

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Salary: $100,000 - $180,000 per year

Our client was founded in 1968. Since our inception, we have expanded from a two-lawyer firm to our present team of over 20 attorneys and a full professional staff of paralegals and legal assistants. They are a full-service law firm.

• Competitive Compensation
• 401k match
• Profit Sharing

Job Description:

We are seeking a highly skilled and motivated Trust & Estate Attorney to join our dynamic legal team in New York. The ideal candidate will have a strong background in trust and estate law, possess exceptional analytical and interpersonal skills, and demonstrate a commitment to providing top-notch legal services to our clients. This is an excellent opportunity for a dedicated attorney to advance their career in a supportive and professional environment.

Key Responsibilities:

• Client Consultation: Meet with clients to discuss their estate planning needs, goals, and concerns. Provide expert legal advice on estate planning, asset protection, and wealth transfer strategies.
• Estate Planning: Draft, review, and revise a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance directives.
• Trust Administration: Advise fiduciaries on the administration of trusts, ensuring compliance with legal and fiduciary responsibilities.
• Probate Proceedings: Represent clients in probate court, handling all aspects of the probate process, including the preparation and filing of necessary documents.
• Tax Planning: Provide guidance on estate and gift tax planning, and prepare relevant tax documents to optimize tax efficiency for clients.
• Dispute Resolution: Handle trust and estate disputes, including litigation if necessary, and work towards amicable resolutions whenever possible.
• Legal Research: Stay current on developments in estate and trust law, and apply this knowledge to client cases and firm practices.
• Client Relationship Management: Develop and maintain strong relationships with clients, ensuring a high level of client satisfaction and trust.
• Team Collaboration: Work collaboratively with other attorneys and staff within the firm to provide comprehensive legal services.

Qualifications:

• Education: Juris Doctor (JD) from an accredited law school.
• Bar Admission: Must be admitted to the New York State Bar and in good standing.
• Experience: At least 2 years of experience in trust and estate law.
• Skills:
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• High attention to detail and organizational skills.
• Ability to manage multiple clients and deadlines effectively.
• Proficiency in legal research tools and estate planning software.

Preferred Qualifications:

• Proven track record of successful estate and trust litigation.
• Familiarity with New York State probate and estate tax laws.

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