Trust & Estates Attorney - SourcePro Search, LLC

Trust & Estates Attorney - New York

What 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.