Trusts And Estates Associate Attorney

Recruiter

Uniondale, NY

Trusts And Estates Associate Attorney

Attorney

2-11 yrs required

No

Job Title: Trusts and Estates Associate Attorney
Job Location: Uniondale, NY

Job Overview:
A prestigious law firm is seeking an experienced Trusts and Estates Associate Attorney to join their team. This role offers a hybrid remote opportunity, providing an excellent platform to work with high-net-worth individuals, families, and businesses in the areas of estate planning, trust administration, and probate law. The ideal candidate will collaborate with senior attorneys to deliver exceptional legal services, managing a diverse range of responsibilities and ensuring clients receive top-tier counsel.

Duties:

• Provide expert legal counsel on matters related to estate planning, trust administration, and probate.
• Draft and finalize various estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Advise clients on strategies to minimize estate taxes and protect assets.
• Assist in the administration of estates and trusts, including document preparation, asset distribution, and resolving disputes.
• Conduct legal research and stay current with developments in estate planning, tax law, and probate law.
• Collaborate with clients’ financial advisors, accountants, and other professionals to develop comprehensive estate plans.
• Travel to the office in Bantam, CT, as required for CT-based attorneys.
• Represent clients in court for probate and trust administration proceedings.
• Build and maintain strong client relationships through clear communication and a deep understanding of client needs.

Requirements:

• 4-6+ years of experience in Trusts and Estates law.
• Admission to the New York, Connecticut, and/or Massachusetts Bar (or ability to waive in) is required.
• Juris Doctorate from an ABA-accredited law school and active membership in good standing with the bar.
• Experience drafting a wide range of estate planning documents, including complex trusts.
• Proficiency in preparing estate, gift, and fiduciary income tax returns.
• Prior experience in representing fiduciaries and beneficiaries in Probate Court.
• Strong writing skills are essential for success in this role.
• Excellent verbal communication skills and the ability to prioritize effectively.
• Strong organizational skills and the ability to handle multiple priorities.
• Ability to absorb and understand new information quickly.
• Professional, cooperative, and flexible attitude.
• Ability to work well with diverse personalities within the organization.
• Military experience is a plus.

Education:

• Juris Doctorate from an ABA-accredited law school.

Certifications:

• Admission to the New York, Connecticut, and/or Massachusetts Bar (or ability to waive in).

Skills:

• Estate planning and trust administration expertise.
• Excellent writing and communication abilities.
• Strong organizational skills with the ability to manage competing priorities.
• Ability to collaborate effectively with clients and professional teams.

Job Location:

• Uniondale, NY (Hybrid remote work options available).