What are the responsibilities and job description for the Trust & Estates Attorney position at SourcePro Search?
Trust & Estates Attorney - New York
What You'll Do:
As a Trust & Estates Attorney in our New York office, you will play a pivotal role in our firm's estate planning and administration practice. Your key responsibilities will include:
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Complex Estate Planning:
- Develop and implement comprehensive estate plans for high-net-worth individuals and families.
- Provide asset protection planning and strategies.
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Trusts & Estates Administration:
- Administer trusts and estates, ensuring compliance with applicable laws and regulations.
- Manage all aspects of probate and trust administration, including preparing and reviewing documents, filings, and reports.
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Client Consultation and Representation:
- Advise clients on estate, gift, and income tax matters.
- Represent clients in estate-related disputes and litigation.
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Collaborative Work:
- Work closely with other attorneys and support staff to deliver exceptional client service.
- Participate in business development activities to expand the firm's client base.
What You'll Bring:
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Experience:
- 5 years of experience in complex estate planning, asset protection planning, and trusts & estates administration.
- Experience in business is a plus but not required.
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Qualifications:
- LLM in Taxation or CPA.
- Admission to the New York Bar.
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Skills:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple clients and projects simultaneously.
- Attention to detail and a high level of accuracy.
Benefits:
- Heavily subsidized health insurance premiums.
- Firm paid HSA contributions ranging from $600 and $1,200 annually.
- Firm pays 100% of employee-only premium for dental insurance and provides inexpensive options for dependents.
- Firm pays 100% of employee-only premium for vision insurance and provides inexpensive options for dependents.
- Tax-advantaged account options like Flexible Spending Accounts and Dependent Care Accounts.
- Life Insurance, paid by the Firm.
- Long-Term Disability Insurance, paid by the Firm.
- Employee Assistance Program (EAP).
- Traditional and Roth 401(k) options from day one. Eligible for discretionary Firm matching contribution after 1 year of service.
Salary:
The expected salary range for this position is between $200,000 and $300,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
Salary : $600 - $1,200