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Job Details

Lateral Trusts amp Estates Partner

Company name
BCG Attorney Search

Experience
4-20 yrs required

Location
New York City, NY, United States

Industry
Legal

Posted on
May 16, 2024

Profile

A law firm based in New York City, NY is actively seeking an accomplished and experienced Lateral Trusts & Estates Partner to complement their team. The ideal candidate must possess a portable business of at least $1M and demonstrate expertise in trusts and estates law.

 

Job Duties:

  • Provide comprehensive estate planning advice to high-net-worth individuals and families, including wills, trusts, and estate administration.
  • Advise clients on complex estate tax matters, including gift tax planning, generation-skipping transfer tax issues, and charitable giving strategies.
  • Draft and review legal documents, such as wills, trusts, powers of attorney, and advance healthcare directives.
  • Represent clients in trust and estate litigation matters, including will contests, trust disputes, and fiduciary litigation.
  • Develop and maintain strong relationships with clients and professional networks to expand the firm's trusts and estates practice.

 

Requirements:

  • Juris Doctor (JD) degree from an accredited law school.
  • Active membership in the New York State Bar or eligibility for admission by motion.
  • Minimum of 8 years of experience practicing trusts and estates law at a reputable law firm or in-house legal department.
  • Demonstrated success in generating and maintaining a portable business of at least $1M.
  • Thorough knowledge of federal and New York state estate and gift tax laws.
  • Experience with sophisticated estate planning techniques, including family limited partnerships, grantor retained annuity trusts, and charitable remainder trusts.

 

Certifications:

  • Certification in Estate Planning, Trust, and Probate Law by the American Bar Association preferred.
  • Membership in the American College of Trust and Estate Counsel (ACTEC) preferred.

 

Skills:

  • Exceptional client management and relationship-building skills.
  • Strong business development acumen with a proven ability to attract and retain high-net-worth clients.
  • Excellent written and verbal communication skills.
  • Ability to work collaboratively with other attorneys and staff members.
  • Detail-oriented with a focus on delivering high-quality legal services.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306

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