Trust & Estates Attorney
A prestigious, full-service law firm with a highly respected private client and wealth planning practice is seeking an experienced Trust & Estates Counsel to join its growing team. The firm is known for advising high‑net‑worth and ultra‑high‑net‑worth clients on sophisticated wealth transfer, tax planning, and fiduciary matters. With a culture that values collaboration, exceptional client service, and professional development, the firm offers an outstanding platform for an attorney who thrives in a dynamic, relationship-driven environment. This position provides the opportunity to work on complex estate planning and administration matters while enjoying flexibility and meaningful career growth.
Trust & Estates Attorney Responsibilities:
- Advise high‑net‑worth individuals, families, business owners, and family offices on advanced estate planning and multi‑generational wealth transfer strategies.
- Draft and structure sophisticated planning vehicles, including GST‑planned trusts, GRATs, SLATs, IDGTs, and other advanced irrevocable trust structures.
- Manage estate planning matters from start to finish, including client meetings, strategy development, and implementation of complex planning instruments.
- Handle post‑mortem trust and estate administration, including probate matters, asset allocation, trust funding, and fiduciary guidance.
- Prepare and/or oversee the preparation of federal estate, gift, and fiduciary income tax returns (Forms 706, 709, and 1041).
- Maintain current knowledge of estate, gift, GST, and fiduciary income tax developments and contribute to internal and external thought leadership.
Trust & Estates Attorney Qualifications:
- Minimum of 10 years of trusts & estates experience, with a strong background advising high‑net‑worth or ultra‑high‑net‑worth clients.
- Significant experience managing complex estate planning matters and drafting sophisticated wealth transfer instruments.
Trust & Estates Attorney Benefits:
- Reduced billable hour requirement- 1600 billable hours.
- Competitive compensation and bonuses.
- Supportive, collegial work environment emphasizing mentorship and professional growth.
- Comprehensive benefits package, including medical, dental, vision, 401(k), parental leave, and wellness programs.
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