Estate & Trust Attorney
Listed on 2026-07-01
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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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