Job Description
Senior Associate - Trusts & Estates (6+ Years' Experience)
This is an on-site position. Please do not apply for remote work.
About the Opportunity
Our Trusts & Estates practice is seeking a highly skilled Senior Associate with 6+ years of experience to join a dynamic and growing team. The ideal candidate brings exceptional drafting capabilities, deep attention to detail, and a genuine interest in sophisticated estate planning and additionally, has experience with Surrogate's Court practice and estate/trust administration. An LL.M. in Taxation is strongly preferred and will be viewed favorably.
Responsibilities:
* Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents
* Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary accounting, and asset marshaling and distribution
* Conduct research and prepare memoranda addressing estate, gift, GST, and income tax considerations
* Support partners on planning engagements for high-net-worth individuals and families, with particular focus on tax-efficient wealth transfer and succession strategies
* Manage client communications with professionalism and clarity, collaborating closely with fiduciaries, financial advisors, and other professional partners
* Contribute to team development by mentoring junior associates and supporting practice initiatives where appropriate
Requirements:
* J.D. from an accredited law school.
* Minimum of 6 years' experience in trusts, estates and taxation practice at a law firm
* LL.M. in Taxation preferred
* Licensed to practice law in New York; New Jersey and/or Florida strongly preferred in addition to New York.
* Strong organizational skills and the ability to manage multiple priorities with precision
* A proactive, team-oriented mindset with the ability to work independently when needed
Compensation & Benefits
We offer a competitive compensation package of $190,000-$240,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Senior Associate - Trusts & Estates (6+ Years' Experience)
This is an on-site position. Please do not apply for remote work.
About the Opportunity
Our Trusts & Estates practice is seeking a highly skilled Senior Associate with 6+ years of experience to join a dynamic and growing team. The ideal candidate brings exceptional drafting capabilities, deep attention to detail, and a genuine interest in sophisticated estate planning and additionally, has experience with Surrogate's Court practice and estate/trust administration. An LL.M. in Taxation is strongly preferred and will be viewed favorably.
Responsibilities:
* Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents
* Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary accounting, and asset marshaling and distribution
* Conduct research and prepare memoranda addressing estate, gift, GST, and income tax considerations
* Support partners on planning engagements for high-net-worth individuals and families, with particular focus on tax-efficient wealth transfer and succession strategies
* Manage client communications with professionalism and clarity, collaborating closely with fiduciaries, financial advisors, and other professional partners
* Contribute to team development by mentoring junior associates and supporting practice initiatives where appropriate
Requirements:
* J.D. from an accredited law school.
* Minimum of 6 years' experience in trusts, estates and taxation practice at a law firm
* LL.M. in Taxation preferred
* Licensed to practice law in New York; New Jersey and/or Florida strongly preferred in addition to New York.
* Strong organizational skills and the ability to manage multiple priorities with precision
* A proactive, team-oriented mindset with the ability to work independently when needed
Compensation & Benefits
We offer a competitive compensation package of $190,000-$240,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Sr Associate, Trusts and Estates in new york at Unknown Company
This position is listed as full time and able to be worked remotely.