Recruiter

New York City, NY, United States

Lateral Trusts & Estates Partner

Partner

4-20 yrs required

Full-time

No

A law firm based in New York City, NY is actively seeking an accomplished and experienced Lateral Trusts & Estates Partner to complement their team. The ideal candidate must possess a portable business of at least $1M and demonstrate expertise in trusts and estates law.

Job Duties:

• Provide comprehensive estate planning advice to high-net-worth individuals and families, including wills, trusts, and estate administration.
• Advise clients on complex estate tax matters, including gift tax planning, generation-skipping transfer tax issues, and charitable giving strategies.
• Draft and review legal documents, such as wills, trusts, powers of attorney, and advance healthcare directives.
• Represent clients in trust and estate litigation matters, including will contests, trust disputes, and fiduciary litigation.
• Develop and maintain strong relationships with clients and professional networks to expand the firm's trusts and estates practice.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Active membership in the New York State Bar or eligibility for admission by motion.
• Minimum of 8 years of experience practicing trusts and estates law at a reputable law firm or in-house legal department.
• Demonstrated success in generating and maintaining a portable business of at least $1M.
• Thorough knowledge of federal and New York state estate and gift tax laws.
• Experience with sophisticated estate planning techniques, including family limited partnerships, grantor retained annuity trusts, and charitable remainder trusts.

Certifications:

• Certification in Estate Planning, Trust, and Probate Law by the American Bar Association preferred.
• Membership in the American College of Trust and Estate Counsel (ACTEC) preferred.

Skills:

• Exceptional client management and relationship-building skills.
• Strong business development acumen with a proven ability to attract and retain high-net-worth clients.
• Excellent written and verbal communication skills.
• Ability to work collaboratively with other attorneys and staff members.

• Detail-oriented with a focus on delivering high-quality legal services.

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