Trusts and Estates Planning Associate

This Jobot Job is hosted by: Colleen Gormley
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $160,000 - $190,000 per year

A bit about us:

Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, excellent benefits package, and a collaborative, friendly environment.

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!

• Meaningful and Impactful Work!
• Competitive Base Salary!
• Competitive Bonus Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!

Job Details

Job Duties:
Lead and advise clients and families on customized estate planning and wealth transfer strategies, probate proceedings and planning of complex estates.
Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools.
Manage all aspects of trust and estate administration.
Manage the client experience from initial consultation through drafting, signing, and follow-up.
Maintain knowledge of estate planning, tax, and asset protection developments to enable thoughtful legal guidance.

Requirements:
5+ years of experience in trust and estate planning.
JD degree required with excellent academic credentials.
LLM in tax a plus but not required.
Admitted and in good standing in New York State.
Tax, special needs planning and elder law experience are a plus.
Excellent written and verbal communication skills.
Strong professional judgment, problem-solving and decision-making skills.
Ability to communicate professionally with internal and external clients.
Proactiveness, resourcefulness, and a strong work ethic.
Ability to work independently and multi-task required.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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