Job Title
Mid-Level Trusts And Estates Aassociate
Firm
Sichenzia Ross Ference Carmel LLP
Location
New York-New York City
Description
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 Shares
Posted
Updated
Position
Associate
Practice Areas
Trusts & Estates
Specialties
Tax
Experience
3 to 5 years
Employer Type
Law Firm