Trust and Estate Attorney

Location

New York City, NY, United States

Posted on

Jun 23, 2025

Profile

A law firm in New York City is seeking an insightful and detail-oriented attorney to join its trusts and estates team. This position offers a compelling opportunity to work closely with individuals, families, and fiduciaries on matters involving legacy planning, asset protection, and wealth transfer strategies. Attorneys in this role will be part of a collegial environment that combines technical excellence with deeply personal client work, offering long-term professional growth without excessive administrative burden.

Key Responsibilities :

Design and implement customized estate plans, including wills, trusts, and related instruments

Advise clients on tax-efficient strategies for wealth transfer and charitable giving

Represent clients in probate and surrogate's court proceedings, including contested and uncontested matters

Support fiduciaries with trust administration, including compliance and beneficiary issues

Coordinate with financial advisors, accountants, and family offices to align estate plans with broader financial goals

Conduct legal research and prepare memoranda on estate, gift, and generation-skipping tax implications

Required Background & Licensure :

Between 1 to 6 years of relevant experience in estate planning and administration

Licensed to practice law in the State of New York and be in good standing

Demonstrated knowledge of federal and New York State estate, gift, and income tax rules

Familiarity with surrogate's court procedures and trust administration best practices

Education :

Juris Doctor (J.D.) from an accredited U.S. law school

LL.M. in Taxation is preferred

Skills & Personal Attributes :

Strong analytical and drafting skills, with a high level of precision in written work

Excellent interpersonal communication skills and the ability to build client trust

Discretion and sensitivity when handling confidential financial and family matters

Organizational talent with the ability to manage multiple projects and deadlines

Team player with initiative and a solutions-oriented approach

Employer-sponsored 401(k) retirement savings plan

Contributions toward medical and dental insurance coverage

Disability insurance is included for long-term financial protection

Company info

BCG Attorney Search

125 Park Avenue, 25th floor

New York

New York

United States 10017

Phone : (212) 232-0277

Fax : (213) 895-7306

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