Private Clients Department Attorney
The candidate will assist with all aspects of the administration of estates. Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation and allowance of accounts in the probate court; preparation of trust accountings. Preparation of federal and state estate tax returns. Opening and closing estate accounts. Other responsibilities as client needs dictate. The primary responsibilities for this position will be estate and trust administration, including managing Surrogate Court filings in connection with the probate of estates and settlement of trusts, preparation of state and federal estate tax returns, and preparation of estate and trust accountings. Should have experience representing high net worth individuals, and extensive experience with trust and estate administration. An LL.M. degree is a plus. Experience in probate matters, including drafting petitions and settlement of accounts required. Experience preparing federal and state estate tax returns required. Experience with trust administration, including the calculation and funding of trust shares required. Working knowledge of fiduciary income tax required. Excellent organizational, communication, analytical and critical thinking skills required.