Trust & Estates Attorney
: Job Details :


Trust & Estates Attorney

SourcePro Search, LLC

Location: New York,NY, USA

Date: 2025-01-01T07:05:23Z

Job Description:
Trust & Estates Attorney - New YorkWhat You'll Do:As a Trust & Estates Attorney in our New York office, you will play a pivotal role in our firm's estate planning and administration practice. Your key responsibilities will include:
  • Complex Estate Planning:
    • Develop and implement comprehensive estate plans for high-net-worth individuals and families.
    • Provide asset protection planning and strategies.
  • Trusts & Estates Administration:
    • Administer trusts and estates, ensuring compliance with applicable laws and regulations.
    • Manage all aspects of probate and trust administration, including preparing and reviewing documents, filings, and reports.
  • Client Consultation and Representation:
    • Advise clients on estate, gift, and income tax matters.
    • Represent clients in estate-related disputes and litigation.
  • Collaborative Work:
    • Work closely with other attorneys and support staff to deliver exceptional client service.
    • Participate in business development activities to expand the firm's client base.
What You'll Bring:
  • Experience:
    • 5+ years of experience in complex estate planning, asset protection planning, and trusts & estates administration.
    • Experience in business is a plus but not required.
  • Qualifications:
    • LLM in Taxation or CPA.
    • Admission to the New York Bar.
  • Skills:
    • Strong analytical and problem-solving skills.
    • Excellent communication and interpersonal skills.
    • Ability to manage multiple clients and projects simultaneously.
    • Attention to detail and a high level of accuracy.
Benefits:
  • Heavily subsidized health insurance premiums.
  • Firm paid HSA contributions ranging from $600 and $1,200 annually.
  • Firm pays 100% of employee-only premium for dental insurance and provides inexpensive options for dependents.
  • Firm pays 100% of employee-only premium for vision insurance and provides inexpensive options for dependents.
  • Tax-advantaged account options like Flexible Spending Accounts and Dependent Care Accounts.
  • Life Insurance, paid by the Firm.
  • Long-Term Disability Insurance, paid by the Firm.
  • Employee Assistance Program (EAP).
  • Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution after 1 year of service.
Salary:The expected salary range for this position is between $200,000 and $300,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
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