Senior Estate and Trust Partner

Recruiter

New York City, NY

Senior Estate and Trust Partner

Partner

4-20 yrs required

No

A law firm in New York City is in search of an experienced Senior Estate and Trust Partner to lead their estate planning practice. The ideal candidate will possess a deep understanding of estate and trust law, alongside a proven track record of building client relationships and managing complex legal matters. This is an exceptional opportunity for a seasoned professional to contribute to a dynamic team while enjoying a range of benefits.

Key Responsibilities

• Lead and oversee all aspects of estate and trust planning, administration, and litigation.
• Cultivate and maintain strong relationships with clients, providing tailored legal advice and strategies to meet their needs.
• Mentor and guide junior attorneys and staff, fostering professional development and a collaborative work environment.
• Stay abreast of current laws and regulations in estate and trust matters, ensuring compliance and proactive planning for clients.
• Draft and review complex legal documents, including wills, trusts, and other estate planning instruments.
• Represent clients in probate proceedings and other estate-related disputes in various jurisdictions.
• Collaborate with financial advisors, accountants, and other professionals to develop comprehensive estate plans.
• Identify and pursue business development opportunities to expand the firm’s estate and trust practice.

Requirements

• A minimum of 8 years of experience in estate and trust law, with a strong focus on high-net-worth clients.
• Extensive knowledge of relevant legal statutes, tax implications, and estate planning strategies.
• Demonstrated success in managing complex cases and navigating sensitive client situations.

Education and Certifications

• Juris Doctor (JD) degree from an accredited law school.
• Active license to practice law in New York.
• Certification in Estate Planning, Trust Administration, or a related field is preferred.

Skills

• Exceptional analytical and problem-solving abilities, with a keen attention to detail.
• Strong interpersonal and communication skills, capable of building rapport with clients and colleagues.
• Proficient in legal research and case management software.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• A strategic thinker with a proactive approach to identifying and addressing client needs.

Benefits

• Competitive 401(k) retirement plan.
• Contributions to comprehensive health and dental plans.
• Subsidized gym membership to promote well-being.
• Disability coverage for added security.