Attorney-Trust and Estates

Job Description

Job Description

Premier Full Service Law Firm seeking an Attorney to join their Estate Planning Department!

*Hybrid options available

Position Overview:

-This area specializes in private client services, complex trust and estate planning, asset protection, and tax strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, business owners, and multi-generational families.

. The ideal candidate will possess deep expertise in wealth transfer planning, complex trust structures, estate and gift tax optimization, and business succession planning tailored to the unique regulatory and legal landscapes of New Jersey and New York .

This role offers significant client-facing responsibility, direct interaction with family offices and financial advisors, and a clear path for professional and leadership growth.

Key Responsibilities

• Estate Design: Structure, draft, and implement comprehensive estate plans for HNW and UHNW clients, including revocable/irrevocable trusts, dynasty trusts, among many others.
• Tax Minimization Strategies: Advise on state and federal estate, gift, and generation-skipping transfer (GST) taxes, with a specific focus on NJ and NY state tax implications and clawback rules.
• Business Succession & Asset Protection: Assist business owners and executives with buy-sell agreements, entity restructuring, family limited partnerships (FLPs/LLCs), and succession strategies.
• Estate & Trust Administration: Oversee complex probate proceedings in NY Surrogate's Court and NJ Superior Court (Probate Part), as well as ongoing trust administration and fiduciary advising.
• Cross-Border & Multi-State Advice: Navigate residency, domicile, and multi-jurisdictional issues for clients owning property or maintaining ties across both NJ and NY.
• Advisor Collaboration: Work closely with wealth managers, CPAs, family office directors, and insurance professionals to execute holistic client wealth plans.

Qualifications & Skills

• Active license to practice law in both New Jersey and New York (or dual-admitted status pending).
• 5+ years of dedicated practice in HNW/UHNW estate planning, wealth transfer, and tax law within a reputable firm or boutique private wealth practice.
• Mastery of complex trust drafting, state-specific tax laws (NJ/NY), and probate/fiduciary court practice.
• Outstanding verbal and written communication skills with the polish, empathy, and confidentiality needed to interface with HNW clients.
• Ability to manage complex matters independently while fostering strong long-term client and advisor relationships.