Estate & Trust Attorney – Sophisticated Estate Planning
New York, NY & White Plains, NY
About the Role
The firm is seeking a seasoned Trusts & Estates attorney with 4–6 years of focused experience in sophisticated estate planning for high-net-worth individuals and federally taxable estates. This role centers on advanced wealth transfer strategies, tax-driven estate planning, and preparation of Federal and New York State estate tax returns.
The ideal candidate has hands-on experience structuring complex planning techniques for estates exceeding the federal exemption threshold and is comfortable advising clients with estates valued above $16 million. This position offers the opportunity to work closely with senior partners on high-value planning matters involving multi-generational wealth transfer, tax mitigation, and asset protection.
Responsibilities
• Draft and implement sophisticated estate planning strategies for federally taxable estates exceeding $16 million
•
Structure and draft advanced planning vehicles including:
• Credit Shelter Trusts
• GRATs
• SLATs
• Irrevocable Trusts
• Lifetime gifting strategies
• Advise clients on federal and New York State estate, gift, and generation-skipping transfer tax implications
• Prepare and review Federal Estate Tax Returns (Form 706)
• Prepare and review New York State Estate Tax Returns
• Develop wealth transfer strategies designed to minimize estate and gift tax exposure
• Coordinate closely with accountants and financial advisors on tax planning implementation
• Counsel clients on lifetime planning, succession planning, and asset protection
• Ensure compliance with evolving federal and state tax law
Qualifications
• Active member in good standing with the New York State Bar
• 4–6 years of concentrated experience in estate planning
• Demonstrated experience handling federally taxable estates
• Direct experience preparing Federal and New York State estate tax returns
• Strong drafting skills in sophisticated trust structures
• Solid understanding of current federal and NY estate tax laws
• Strong attention to detail and client-facing communication skills