Partner in Trusts and Estates - General in Rochester, NY

Law Firm

Rochester, NY

Partner in Trusts and Estates - General in Rochester, NY

Partner

Min 5 yrs required

No

Barclay Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at least five years of experience in trusts and estates practice, with a strong work ethic and excellent communication, analytical, and quantitative skills. A license to practice in Florida, an LLM in tax, and experience in corporate and transactional work are preferred. The salary range for this position is $150,000 to $200,000, with additional bonuses and benefits based on performance and qualifications.

Position: Trusts & Estates Junior Partner (Rochester)

Company: Barclay Damon LLP

Location: Rochester, NY

Salary Range: $150,000 to $200,000

Experience: Minimum of 5 years in trusts and estates practice

Job Description:

- Support a growing trusts and estates practice representing high-net-worth clients
- Provide advice and counsel on tax, asset protection, and business succession planning strategies and techniques
- Perform transactional work, including drafting wills, trusts, and agreements
- Form and structure business entities
- Quantify tax impacts of estate and business succession plans and prepare flow charts of planning structures
- Work on estate and trust administration matters, including structuring and project managing the administration plan
- Supervise the preparation of accountings and tax returns
- Address procedural and disputed matters
- Develop and maintain relationships with clients, referral sources, and other attorneys within the firm

Requirements:

- Strong verbal and written communication skills
- Analytical and quantitative abilities
- Matter management and executive functioning skills
- Strong work ethic
- Minimum of 5 years of experience in trusts and estates practice
- License to practice in Florida (preferred)
- LLM in tax (preferred)
- Experience in corporate and transactional work (preferred)

To apply for this position, please click here.

For more information, .

Barclay Damon is an Equal Opportunity Employer.

Salary Information:

- Salary range: $150,000 to $200,000
- Additional bonuses and benefits based on performance and qualifications
- Actual compensation depends on years of experience, qualifications, skill set, and office location
- Firm's good-faith and reasonable estimate of compensation range
- Does not include performance- or merit-based bonuses or other benefits offered by the firm

About Barclay Damon LLP:

- Leading regional law firm with approximately 300 attorneys
- Strategic platform of offices located in Albany, Boston, Buffalo, New Haven, New York City, Rochester, Syracuse, Washington DC, and Toronto
- Trusts & Estates Practice Area in the Rochester office
- Representing primarily high-net-worth clients
- Provide advice and counsel on tax, asset protection, and business succession planning strategies and techniques
- Transactional work, including drafting wills, trusts, and agreements
- Form and structure business entities
- Quantify tax impacts of estate and business succession plans and prepare flow charts of planning structures
- Estate and trust administration matters, including structuring and project managing the administration plan
- Supervise the preparation of accountings and tax returns
- Address procedural and disputed matters
- Develop and maintain relationships with clients, referral sources, and other attorneys within the firm

Position Summary:

Barclay Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. The ideal candidate will have at least five years of experience in trusts and estates practice, with a strong work ethic and excellent communication, analytical, and quantitative skills. A license to practice in Florida, an LLM in tax, and experience in corporate and transactional work are preferred. The salary range for this position is $150,000 to $200,000, with additional bonuses and benefits based on performance and qualifications.

Responsibilities:

- Support a growing trusts and estates practice representing high-net-worth clients
- Provide advice and counsel on tax, asset protection, and business succession planning strategies and techniques
- Perform transactional work, including drafting wills, trusts, and agreements
- Form and structure business entities
- Quantify tax impacts of estate and business succession plans and prepare flow charts of planning structures
- Work on estate and trust administration matters, including structuring and project managing the administration plan
- Supervise the preparation of accountings and tax returns
- Address procedural and disputed matters
- Develop and maintain relationships with clients, referral sources, and other attorneys within the firm

Requirements:

- Strong verbal and written communication skills
- Analytical and quantitative abilities
- Matter management and executive functioning skills
- Strong work ethic
- Minimum of 5 years of experience in trusts and estates practice
- License to practice in Florida (preferred)
- LLM in tax (preferred)
- Experience in corporate and transactional work (preferred)

To apply for this position, please click here.

For more information, .

Barclay Damon is an Equal Opportunity Employer.

About Barclay Damon LLP:

- Leading regional law firm with approximately 300 attorneys
- Strategic platform of offices located in Albany, Boston, Buffalo, New Haven, New York City, Rochester, Syracuse, Washington DC, and Toronto
- Trusts & Estates Practice Area in the Rochester office
- Representing primarily high-net-worth clients
- Provide advice and counsel on tax, asset protection, and business succession planning strategies and techniques
- Transactional work, including drafting wills, trusts, and agreements
- Form and structure business entities
- Quantify tax impacts of