Trusts And Estates Associate Attorney

Recruiter

New York City, NY

Trusts And Estates Associate Attorney

Attorney

1-8 yrs required

No

Job Title: Trusts And Estates Associate Attorney

Job Overview:
A prominent law firm based in New York City seeks a dedicated Trusts & Estates Associate with at least 2 years of specialized experience in estate planning and trust administration. This role offers the opportunity to work closely with seasoned practitioners handling high-value estates and multijurisdictional matters. The ideal candidate will be a motivated, detail-oriented legal professional capable of balancing independence with strong teamwork in a high-performance environment.

Duties:

• Draft and analyze a wide range of estate planning instruments, including wills and complex trusts

• Advise clients on strategies to minimize estate, gift, and generation-skipping transfer (GST) taxes

• Handle advanced planning techniques such as GRATs, CRUTs, sales to IDGTs, and Dynasty Trusts

• Prepare and review Federal Gift (709) and Estate (706) tax filings

• Administer large estates, including probate filings, sub-trust funding, and valuation-related matters

• Draft fiduciary appointment documents, releases, and settlement agreements

• Counsel on charitable gifting structures and manage formation/oversight of philanthropic entities

• Engage with high-net-worth clients, providing thoughtful guidance across estate and trust matters

• Support client development initiatives and contribute to strategic business proposals

Requirements:

• Minimum 2 years of focused experience in estate planning and estate/trust administration

• Familiarity with complex tax planning, asset valuation, and fiduciary reporting

• Strong interpersonal skills for client interactions and intra-firm collaboration

• Excellent legal research, analytical, and drafting capabilities

• Ability to manage multiple deadlines and sensitive matters with discretion

Education:

• Juris Doctor (JD) from an accredited . law school

Certifications:

• Admission to the New York State Bar (or ability to obtain admission)

Skills:

• Deep understanding of estate, gift, and fiduciary income tax laws

• Proficient in trust and estate tax return preparation and compliance

• High level of professional judgment and attention to confidentiality

• Effective communicator, both verbally and in writing

• Experience with multigenerational wealth transfer strategies and tax planning structures

Job Location:

• New York City, NY

Benefits:

• Comprehensive health coverage including medical, dental, and vision

• Life and disability insurance options

• 401(k) retirement plan with firm contributions

• Paid vacation and sick leave

• Parental and caregiver leave policies

• Eligibility for performance-based bonuses

• Continued legal education and development support