Job Description
Job Description
A well-established Trusts & Estates practice is seeking an experienced Estate Planning Associate to join its growing team. This role offers the opportunity to work on sophisticated estate, tax, and fiduciary matters for high-net-worth domestic and foreign clients, in a collaborative environment that supports long-term career development.
Key Details
Experience Level:
3–8 years of experience in Estate Planning, Estate & Gift Taxation, and Estate/Trust Administration
Education:
Tax LL.M. or Estate Planning LL.M. strongly preferred
Billable Hours:
1,850–1,950 annually (varies by location)
Compensation Range:
$180,000 – $300,000 (depending on experience and market)
Responsibilities
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Advise high-net-worth and ultra-high-net-worth domestic and foreign clients on estate planning strategies.
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Draft sophisticated estate planning documents, including wills, trusts, and wealth-transfer instruments.
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Handle estate and gift tax planning matters, including GST planning and complex multigenerational strategies.
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Manage estate and trust administration matters, including probate, fiduciary guidance, and tax filings.
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Provide counsel to charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies.
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Conduct tax analysis involving cross-border planning, closely held business structures, and family entities.
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Collaborate with partners and senior attorneys across tax, corporate, and private client practice groups.
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Mentor junior associates and contribute to practice development initiatives.
Qualifications
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3–8 years of experience in estate planning, estate and gift taxation, and trust/estate administration.
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Strong drafting and analytical skills with experience preparing complex planning instruments.
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Tax LL.M. or Estate Planning LL.M. required or strongly preferred.
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Excellent academic credentials and strong research/writing capabilities.
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Ability to manage sophisticated client relationships with discretion and professionalism.