Estate & Trust Attorney
Listed on 2026-06-05
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Finance & Banking
Tax Law -
Law/Legal
Tax Law
Estate & Trust Attorney – Sophisticated Estate Planning
New York, NY & White Plains, NY
About the RoleThe 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
- 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
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