Estate Planner

The ideal candidate will have extensive experience in estate planning, including drafting wills, trusts, and other estate planning documents.

This role requires a deep understanding of estate and gift tax laws, trust administration, and the unique needs of high-net-worth clients.

Responsibilities include:

• Meet with clients to understand their estate planning needs and goals, providing tailored advice and solutions.

• Draft, review, and finalize estate planning documents such as wills, trusts, powers of attorney, and health care directives.

• Advise clients on strategies to minimize estate and gift taxes and ensure compliance with applicable laws and regulations.

• Oversee the administration of trusts, ensuring fiduciary duties are met and assets are managed according to the client's wishes.

Skills required:

• Excellent drafting and legal writing skills.

• Superior analytical and problem-solving abilities.

• Exceptional interpersonal and communication skills.

• High level of integrity, professionalism, and discretion.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.

• Must be licensed to practice law in NY.

• 5+ years of experience in estate planning, trust administration, and probate law, with a focus on high-net-worth clients.