Estate Planning Mid-Level Associate role (up to Partner)
Other · Posted 3 months ago
We need a senior Trusts & Estates attorney (6–10+ years) with a strong tax background who thrives on sophisticated, high-net-worth estate planning work. You should be comfortable navigating complex family dynamics and sensitive personal matters, with a track record of delivering technically excellent work on complex es...
- Way of working
- On site
- Location
- New York, NY
- Pay range
- $275,000 to $500,000
- Level
- Junior
- Experience
- 6 to 15 years
- Type
- Full time
- Visa sponsorship
- Not offered for this role
- The company
- 50 to 200 people
Skills that matter here
What you would be doing
- Handle sophisticated estate planning, trusts, and high-net-worth wealth transfer matters involving complex tax structures and significant personal/family dynamics
- Take ownership of client relationships in the Trusts & Estates department, stepping into a busy practice that needs senior-level support immediately
- Work closely with the T&E Department Head (Charles Capetanakis) and Co-Managing Partner (Jeffrey Citron) to serve existing clients and grow the practice
- Develop and execute complex estate plans involving blended families, special needs considerations, and multi-generational wealth transfer strategies
- Build your own book of business over time with firm support — earning 15% origination credit from dollar one on any business you bring in
- Collaborate cross-functionally with the firm's government relations, commercial law, and litigation practices to deliver full-service solutions to estate planning clients
- Contribute to the firm's long-term succession plan as a key member of the institutional leadership pipeline
The full description
What we're looking for:
We need a senior Trusts & Estates attorney (6–10+ years) with a strong tax background who thrives on sophisticated, high-net-worth estate planning work. You should be comfortable navigating complex family dynamics and sensitive personal matters, with a track record of delivering technically excellent work on complex estates (the firm recently handled a $400M estate). Bonus points if you have a portable book of business ($1M+) and are ready to step into a partner-level role immediately.
What you'll do:
- Handle sophisticated estate planning, trusts, and high-net-worth wealth transfer matters involving complex tax structures and significant personal/family dynamics - Take ownership of client relationships in the Trusts & Estates department, stepping into a busy practice that needs senior-level support immediately - Work closely with the T&E Department Head (Charles Capetanakis) and Co-Managing Partner (Jeffrey Citron) to serve existing clients and grow the practice - Develop and execute complex estate plans involving blended families, special needs considerations, and multi-generational wealth transfer strategies - Build your own book of business over time with firm support — earning 15% origination credit from dollar one on any business you bring in - Collaborate cross-functionally with the firm's government relations, commercial law, and litigation practices to deliver full-service solutions to estate planning clients - Contribute to the firm's long-term succession plan as a key member of the institutional leadership pipeline
Interested in this one?
There is no apply button here on purpose. Tell us about yourself, we book a short call, and if this role fits we walk you through the company and ask before anything is sent. Always free for you.
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