Position Overview
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:
β’ Handle estate planning and administration tasks, including drafting legal documents, asset protection strategies, and wealth transfer techniques.
β’ Prepare estate tax returns, gift tax returns, and manage probate administration processes.
β’ Administer high-value trusts, including foreign trusts and complex estate planning matters.
β’ Provide guidance on fiduciary tax matters and oversee compliance with relevant regulations.
β’ Represent clients in Surrogates Court and manage legal proceedings relat...