Trust & Estate Associate

About the Role

We are seeking a Trust & Estate Associate Attorney with a minimum of one year of experience in tax-focused estate planning. This position involves advising clients on estate, gift, and generation-skipping transfer tax matters, drafting complex estate planning documents, and supporting wealth transfer strategies. The ideal candidate will have a Master of Laws (LL.M.) in Taxation and a strong interest in working with high-net-worth individuals and families.

Responsibilities

• Advise clients on estate planning, wealth transfer strategies, and tax-efficient structuring
• Draft wills, trusts, powers of attorney, and other estate planning documents
• Analyze federal and state estate, gift, and generation-skipping transfer tax issues
• Collaborate with financial advisors, accountants, and fiduciaries to implement comprehensive planning solutions
• Assist with probate and trust administration, including preparation of tax filings
• Conduct legal research and prepare memoranda on complex tax and estate matters
• Maintain up-to-date knowledge of changes in estate and tax law
• Participate in client meetings and help develop long-term planning strategies

Qualifications

• Juris Doctor (JD) from an accredited law school
• Licensed and in good standing with the state bar
• 3 to 5 years of experience in trust and estate planning with a tax focus
• Strong knowledge of estate, gift, and generation-skipping transfer tax laws
• Excellent legal writing, research, and analytical skills
• Ability to manage multiple client matters and meet deadlines

Desired Qualifications

• Master of Laws (LL.M.) in Taxation
• Experience working with high-net-worth clients and complex estate structures
• Familiarity with fiduciary income tax and probate procedures
• Proficiency in estate planning software and tax research tools
• CPA certification or background in accounting or finance
• Strong interpersonal skills and client service orientation