Trusts and Estates Associate Attorney
: Job Details :


Trusts and Estates Associate Attorney

Abrams Garfinkel Margolis Bergson, LLP (AGMB)

Location: Manhattan,NY, USA

Date: 2025-01-01T09:06:58Z

Job Description:

Junior Associate Attorney - Trusts & Estates

AGMB LLP, a boutique law firm in New York City, is looking for a Junior Associate to join our Trusts & Estates team. Our practice is dedicated to delivering sophisticated estate planning solutions for high-net-worth clients, and we seek a driven, detail-oriented attorney eager to grow within a collaborative, entrepreneurial environment.

Location: New York City, NY

Salary Range: $100,000 - $110,000 per year

Key Responsibilities:

· Document Drafting and Review: Prepare and review critical estate planning documents, including wills, trusts, powers of attorney, and health care directives, tailored to clients' specific wealth transfer and protection strategies.

· Tax Compliance: Assist in the preparation of Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return) filings, supporting compliance and strategic tax minimization.

· Probate and Trust Administration: Handle the probate administration process, including drafting petitions, accountings, and guiding clients through complex administration issues with a focus on high-net-worth estates.

· Client Relations and Strategic Planning: Collaborate directly with clients and their advisors, supporting advanced asset protection and wealth transfer planning.

· Research and Analysis: Conduct thorough legal research, providing analysis on issues related to estate, gift, and generation-skipping transfer taxes, as well as trust and probate law.

Qualifications:

· Education: JD from an ABA-accredited law school, graduating in the top 20% of the class;

· LLM in Taxation preferred;

· 2 – 4 years of applicable trusts and estates experience mandatory;

· Licensing: Admission to the New York State Bar or eligibility to waive into the NY bar.

· Technical Skills: Familiarity with estate drafting software preferred; strong knowledge of estate and gift tax compliance is a plus.

· Professional Traits: Strong attention to detail, effective communication skills, and a commitment to maintaining confidentiality and exceptional client service.

Compensation and Benefits:

· Salary: $100,000 - $110,000, commensurate with experience.

· Healthcare Coverage: Comprehensive healthcare plan.

· Retirement: 401(k) plan.

· Opportunities for continuing legal education and professional growth within the firm.

This role offers a unique opportunity to advance your career in trusts and estates with a team focused on excellence and client-centered planning.

Apply Now!

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