Job Title: Associate - Trusts and Estates
Job Responsibilities:
- Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate.
- Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
- Advise clients on strategies to minimize estate taxes and protect their assets.
- Assist in the administration of estates and trusts, including preparing and filing necessary legal documents, managing asset distribution, and resolving disputes.
- Conduct legal research and stay updated with the latest developments in estate planning, tax law, and probate law.
- Collaborate with clients' financial advisors, accountants, and other professionals to develop comprehensive estate plans.
- Represent clients in court proceedings related to probate and trust administration as needed.
- Build and maintain strong relationships with clients through effective communication and a deep understanding of their unique needs.
Education and Experience Information:
- 4-6+ years of experience as a trusts and estates attorney.
- Admission to the New York bar is required.
- Admission to the Connecticut and/or Massachusetts bar (or ability to waive in) is beneficial.
- Must have a Juris Doctorate degree from an ABA-accredited law school and be an active member in good standing of the bar.
- Experience drafting estate planning documents, including all types of trusts, as well as complex estate and trust administration.
- Experience with estate, gift, and fiduciary income tax returns is required.
- Experience representing fiduciaries and beneficiaries in Probate Court estate and trust proceedings.
- Exceptionally strong writing skills are required.
- Excellent verbal communication skills are necessary.
- Demonstrated high-level organizational skills for prioritizing workload.
- Demonstrated ability to absorb, process, and understand new information rapidly.
- Ability to manage competing priorities.
- Maintains high standards of performance.
- Exhibits conscientiousness, dedication, self-discipline, and a sense of responsibility.
- Must have a professional, cooperative, positive, and flexible attitude.
- Ability to work with diverse personalities within various levels of the organization.
- Military experience is welcome.
Salary Information:
- Salary for Albany, Rochester (Pittsford), and Buffalo ranges from $130,000 to $175,000.
Additional Information:
The law firm is not accepting candidate submissions from recruiting agencies for this position during the first two weeks after posting. Following this period, agencies with an active fee agreement with the firm may reach out to inquire about potential collaboration for this position.
The law firm is committed to creating an inclusive environment and welcomes applications from diverse candidates with varied backgrounds and skills, including military experience. The law firm is an Equal Opportunity Employer.
The firm's policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation & benefits, and termination. It ensures a positive, respectful, and productive work environment, free from behavior, actions, or language constituting unlawful harassment. Harassment or discrimination of any kind based on an individual’s race, color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, carrier status, sexual orientation, citizenship status, creed, domestic violence victim status, or any other legally protected status is strictly prohibited. The law firm complies with the Human Rights Law and all other State and Federal statutory and constitutional non-discrimination provisions, including non-discrimination based on prior criminal conviction and prior arrest.
