Private Wealth Services Associate – NY

Key Responsibilities

• Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters
• Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning
• Assist with estate and trust administration, including post-mortem tax planning
• Work on cross-border and multi-jurisdictional planning matters where applicable
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions
• Participate in client development and maintain strong client relationships
   

Qualifications

• 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique
• Strong background in estate planning and wealth transfer strategies for high-net-worth individuals
• Experience drafting complex estate planning documents independently
• Exposure to estate and trust administration is preferred
• Excellent academic credentials and strong writing/analytical skills
• Admission to the New York Bar (or ability to waive in)

​To apply, submit your resume, cover letter and law school transcript (unofficial transcript is acceptable).       

Submissions from search firms will only be accepted through our web portal for third party submissions; for access, contact Dan Stone at

stoned@gtlaw.com