Job Description
We are looking for a Trust and Estates Associate to join a midsize law firm in New York, New York. The ideal candidate will bring 1-5 years of expertise in trust and estates law, with a strong background in estate planning, administration, and tax preparation. This role requires an individual who is organized, attentive to detail, proactive, and capable of both leading and collaborating effectively.
Responsibilities:
• Handle estate planning and administration tasks, including drafting legal documents, asset protection strategies, and wealth transfer techniques.
• Prepare estate tax returns, gift tax returns, and manage probate administration processes.
• Administer high-value trusts, including foreign trusts and complex estate planning matters.
• Provide guidance on fiduciary tax matters and oversee compliance with relevant regulations.
• Represent clients in Surrogates Court and manage legal proceedings related to estate administration.
• Collaborate with clients to develop tailored solutions for multi-generational wealth planning.
• Conduct thorough reviews and updates of trust agreements to ensure alignment with current laws.
• Maintain effective communication with clients, ensuring their needs are addressed promptly and professionally.
• Stay informed about changes in estate and tax law to provide accurate and timely advice.
• Build and maintain strong client relationships to support long-term partnerships.
• Must hold a valid license to practice law....availability, between 8:00 a.m. and 4:00 to 5:00 p.m. Additional hours needed (up to 5 days per week) during the two weeks prior to Christmas, Valentine's Day, and Mother's Day, We provide a base salary, opportunities for pay increases, a 30% floral discount, and...
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