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Estate & Trust Attorney

Talnt
White Plains, NY

Quick Apply

Job Details

Full-time
$160,000 - $210,000 a year

Qualifications

Federal tax return preparation
Legal drafting
State tax return preparation
Bar
Estate planning

Full Job Description

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

Quick Apply

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