Whiteman Osterman & Hanna LLP is seeking a Trusts and Estates Associate Attorney with 2-4 years of experience. The successful candidate will have experience in estate planning and estate and trust administration with an interest in high net-worth tax and estate planning, wealth preservation, charitable giving, and business succession planning. The Trusts and Estates Associate Attorney will play a vital role in providing comprehensive legal solutions to high-net-worth individuals, businesses, nonprofits, and corporate trust departments. The candidate will collaborate with other practice areas to ensure clients receive tailored and effective legal counsel.
Essential Duties and Responsibilities:
- Prepare estate planning documents such as Wills, Trusts, Powers of Attorney, Health Care Proxies, and Living Wills
- Manage estate and trust administration matters, including appearances in Surrogate’s Court
- Assist with high net-worth tax planning, including preparation of wealth preservation strategies, income, estate, and gift tax analyses, charitable giving structures, and business succession plans
- Collaborate with other practice areas to deliver comprehensive solutions
- Conduct legal research and draft legal documents
- Communicate with clients and other stakeholders effectively
Requirements:
- Juris Doctor (JD) degree from an accredited law school
- Admission to the New York State Bar
- 2-4 years of experience in trusts and estates law
- Excellent analytical and problem-solving skills
- Ability to work collaboratively in a team environment
Skills:
- Strong legal research and writing abilities
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Ability to manage multiple tasks and deadlines effectively
- Client-focused approach to legal practice
- Performs other duties as required