Estate & Trust Attorney – Sophisticated Estate PlanningNew York, NY & White Plains, NYAbout 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.ResponsibilitiesDraft and implement sophisticated estate planning strategies for federally taxable estates exceeding $16 millionStructure and draft advanced planning vehicles including: Credit Shelter TrustsGRATsSLATsIrrevocable TrustsLifetime gifting strategiesAdvise clients on federal and New York State estate, gift, and generation-skipping transfer tax implicationsPrepare and review Federal Estate Tax Returns (Form 706)Prepare and review New York State Estate Tax ReturnsDevelop wealth transfer strategies designed to minimize estate and gift tax exposureCoordinate closely with accountants and financial advisors on tax planning implementationCounsel clients on lifetime planning, succession planning, and asset protectionEnsure compliance with evolving federal and state tax lawQualificationsActive member in good standing with the New York State Bar4–6 years of concentrated experience in estate planningDemonstrated experience handling federally taxable estatesDirect experience preparing Federal and New York State estate tax returnsStrong drafting skills in sophisticated trust structuresSolid understanding of current federal and NY estate tax lawsStrong attention to detail and client-facing communication skills
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