Trusts & Estates Associate - Private Wealth

Job Description

Our client, a prestigious law firm with a highly regarded private wealth practice, is seeking a Senior Trusts & Estates Associate to advise ultra-high-net-worth individuals and families on sophisticated estate planning, wealth preservation, and tax strategies.

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This is an exceptional opportunity for an experienced private wealth attorney looking to develop a long-term practice while working closely with sophisticated clients and highly experienced practitioners.

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The practice operates within a fully integrated wealth advisory platform, bringing together estate planning attorneys, investment professionals, and trust administration specialists to deliver comprehensive, highly personalized solutions.

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The position offers significant client exposure, sophisticated planning work and a defined partner-track opportunity.

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Role Overview

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The Senior Attorney will advise ultra-high-net-worth individuals, families, and family-owned businesses on a broad range of private wealth matters, including:

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• Sophisticated estate and gift tax planning
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• Wealth transfer and preservation strategies
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• Long-term estate and succession planning
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• Drafting complex wills, trusts, and estate planning documents
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• Lifetime gifting strategies and tax-efficient wealth transfers
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• Estate and trust administration
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• Federal gift and estate tax analysis
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• Planning involving family-owned businesses
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• Charitable giving and philanthropic planning
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• Advising family foundations and charitable organizations
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• Collaborating with investment advisors and trust administration professionals
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• Developing customized planning strategies for multigenerational wealth
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• Maintaining direct relationships with high-net-worth clients and their advisors
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Candidate Profile

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• J.D. from an accredited law school
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• 4+ years of sophisticated trusts and estates experience
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• Significant experience advising ultra-high-net-worth individuals and families
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• Strong estate planning and gift and estate tax expertise
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• Excellent estate planning document drafting skills
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• Experience with complex trust structures and wealth transfer strategies
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• Familiarity with estate and trust administration
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• Strong analytical skills and professional judgment
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• Excellent interpersonal and client communication skills
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• Ability to independently manage sophisticated client matters
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• Proactive, detail-oriented, and committed to exceptional client service
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Why Consider This Opportunity?

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• This is a partnership track position.
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• Work within a sophisticated, fully integrated wealth advisory practice.
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• Collaborate with attorneys, investment advisors, and trust administration professionals.
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• Advise ultra-high-net-worth families on complex estate, tax, and wealth preservation strategies.
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• Gain exposure to multigenerational wealth planning, family businesses, and philanthropic structures.
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• Work directly with sophisticated private clients and their advisors.
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• Develop long-term relationships and take substantive responsibility for complex planning matters.
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• Work closely with experienced attorneys in a collaborative, leanly staffed environment
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Interested in learning more? Send a confidential email to: View email address on ziprecruiter.com