Mid-Level Trusts And Estates Aassociate

NYC firm is seeking a Mid-Level Trusts and Estates associate with 3 to 5 years’ experience in Estate Planning and Trust and Estate Administration for high-net-worth clients to join our growing Trusts and Estates practice.

Sichenzia Ross Ference Carmel LLP offers a comprehensive compensation and benefits package including a bonus and potential % of origination on new business. This firm also supports a hybrid work schedule.

Qualifications:

• Attorney licensed to practice law in the State of New York and in good standing.
• Strong knowledge of Federal and New York estate tax laws.
• Experience drafting wills, trusts, advance directives, ILITs and SLATs.
• Prior exposure and understanding of Credit Shelter Trusts and QTIP trusts.
• Experience preparing probate and administration petitions and knowledge of surrogate court procedures and rules.
• Experience in estate administration including marshalling assets, accountings and funding trusts.
• Strong attention to detail with ability to manage several matters in a fast-paced work environment.
• Experience working directly with clients and cultivating relationships.
• Ability to learn quickly and work independently once given a task.
• Experience preparing Federal 706 and NY ET-706 returns a plus, but not required.

Responsibilities

• The associate will be working and communicating directly with clients.
• Expected to independently draft estate planning documents including wills, trusts, advance directives, ILITs and SLATs, among others.
• Collaborate well with a small team and report work status to partner.
• Stay up to date on current laws and developments in trusts and estates law and tax legislation.
• Assist and/or oversee paralegals with probate proceedings and estate and trust administration.
• Conduct legal research to support client matters and issues.
• Respond to clients in a timely manner.
• Manage several clients and matters at a time.
• Demonstrate a proactive approach in tackling challenges, displaying a willingness to take initiative and seek out solutions independently.
• Exhibit a positive attitude towards learning and adapting to new tasks and areas of T&E law

Please forward your resume to dgrangio@srfc.law