Private Wealth Associate

Recruiter

New York City, NY

Private Wealth Associate

Attorney

2-8 yrs required

No

Job Overview:
A highly regarded law firm is seeking a Private Wealth Associate to join its New York office. This position is ideal for an attorney with 3 to 4 years of experience in high-end trust and estate planning. The role offers the opportunity to work with high-net-worth individuals and families on complex estate planning matters.

Location:

• New York, NY

Duties:

• Assist clients with high-end trust and estate planning, including drafting wills, trusts, and other estate planning documents.
• Provide legal advice to high-net-worth individuals and families on wealth transfer, asset protection, and tax planning strategies.
• Work with clients to develop customized estate plans that reflect their personal goals and objectives.
• Advise clients on complex estate and gift tax issues, charitable giving, and fiduciary matters.
• Collaborate with tax professionals and financial advisors to ensure the implementation of integrated estate plans.
• Represent clients in probate and trust administration matters, including handling contested estate issues.
• Conduct research on relevant legal issues and trends in estate planning.
• Maintain strong client relationships and provide exceptional service throughout the estate planning process.

Requirements:

• 3 to 4 years of experience in high-end trust and estate planning.
• Strong knowledge of estate and gift tax laws, as well as fiduciary responsibilities.
• Experience in drafting estate planning documents, including wills and trusts.
• Ability to advise clients on complex estate planning strategies.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Detail-oriented and highly organized with the ability to manage multiple projects.

Education:

• Juris Doctor (JD) from an accredited law school.
• Admission to the New York State Bar (or willingness to obtain).

Certifications:

• None required, but any certifications in estate planning or related areas are a plus.

Skills:

• Expertise in trust and estate planning and related tax laws.
• Proficiency in legal research and drafting of estate planning documents.
• Strong communication and interpersonal skills.
• Excellent organizational skills and ability to manage multiple priorities.
• Ability to work collaboratively with clients and other professionals.

Benefits:

• Competitive salary commensurate with experience.
• Comprehensive health benefits (medical, dental, vision).
• Retirement plan options, including 401(k) with employer matching.
• Generous paid time off and holiday benefits.
• Opportunities for professional development and career advancement.
• Collaborative and supportive work environment.