Sr Associate, Trusts and Estates

Senior Associate – Trusts & Estates (6+ Years’ Experience)

This is an on-site position. Please do not apply for remote work.

About the Opportunity

Our Trusts & Estates practice is seeking a highly skilled Senior Associate with 6+ years of experience to join a dynamic and growing team. The ideal candidate brings exceptional drafting capabilities, deep attention to detail, and a genuine interest in sophisticated estate planning and additionally, has experience with Surrogate’s Court practice and estate/trust administration. An LL.M. in Taxation is strongly preferred and will be viewed favorably.

Responsibilities:

• Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents
• Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary accounting, and asset marshaling and distribution
• Conduct research and prepare memoranda addressing estate, gift, GST, and income tax considerations
• Support partners on planning engagements for high-net-worth individuals and families, with particular focus on tax-efficient wealth transfer and succession strategies
• Manage client communications with professionalism and clarity, collaborating closely with fiduciaries, financial advisors, and other professional partners
• Contribute to team development by mentoring junior associates and supporting practice initiatives where appropriate

Requirements:

• J.D. from an accredited law school.
• Minimum of 6 years’ experience in trusts, estates and taxation practice at a law firm
• LL.M. in Taxation preferred
• Licensed to practice law in New York; New Jersey and/or Florida strongly preferred in addition to New York.
• Strong organizational skills and the ability to manage multiple priorities with precision
• A proactive, team-oriented mindset with the ability to work independently when needed

Compensation & Benefits

We offer a competitive compensation package of $190,000-$240,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance