Executive Alliance
Attorney - Estates & Trusts
Executive Alliance, New Hyde Park, New York, United States, 11044
Salary : $140000 - $225000
This opportunity has FAST GROWTH, with a partnership track that's significantly faster than commonly found at larger law firms.
The firm prides itself on its culture - quality-first with a supportive and relaxed environment, with exceptional work / life balance - meaning the firm's management and ownership want and expect its employees to go home at a reasonably hour with very few late nights, not work weekends, and have a family and social life outside of work!
The Attorney hire will join the firm at either the Associate or Counsel level / title, depending on the new hire's experience ranging from 5 to 10+ years of experience.
Position Responsibilities
Estate & trust planning and preparation and review of estate planning strategies and documents. Assist clients, generally high-net-worth families and individuals, with preserving their wealth and administering estates and trusts. Prevent client estate or trust assets from being used improperly or without authority, wasted or depleted for taxes or long-term care costs and to creditors. Plan for taxes including estate, gift, and generation-skipping transfer taxes. Plan for non-tax matters including elder law issues, succession of a business, marital matters, asset protection, and public benefits. Assist clients to plan, create and administer charitable giving and foundations. Assist with the probate process and administration of estates for trustees and executors. Effectively counsel clients in all aforementioned disciplines. Job Requirements:
Qualifications
Licensed to practice law in NY J.D. 5+ years of estate planning experience for high-net-worth individuals and families. Joining with some book of business is a plus but NOT required. Sound knowledge and expertise with complex estate planning strategies. Reasonably strong experience with estate administration is preferred. Must be a self-sufficient self-starter who takes ownership, has a high EQ, can run with a case beginning to end, is able to get passed any learning curve quickly, and possesses outstanding communication skills.
Contact Details:
David Rivard
davidr@execsallied.com
This opportunity has FAST GROWTH, with a partnership track that's significantly faster than commonly found at larger law firms.
The firm prides itself on its culture - quality-first with a supportive and relaxed environment, with exceptional work / life balance - meaning the firm's management and ownership want and expect its employees to go home at a reasonably hour with very few late nights, not work weekends, and have a family and social life outside of work!
The Attorney hire will join the firm at either the Associate or Counsel level / title, depending on the new hire's experience ranging from 5 to 10+ years of experience.
Position Responsibilities
Estate & trust planning and preparation and review of estate planning strategies and documents. Assist clients, generally high-net-worth families and individuals, with preserving their wealth and administering estates and trusts. Prevent client estate or trust assets from being used improperly or without authority, wasted or depleted for taxes or long-term care costs and to creditors. Plan for taxes including estate, gift, and generation-skipping transfer taxes. Plan for non-tax matters including elder law issues, succession of a business, marital matters, asset protection, and public benefits. Assist clients to plan, create and administer charitable giving and foundations. Assist with the probate process and administration of estates for trustees and executors. Effectively counsel clients in all aforementioned disciplines. Job Requirements:
Qualifications
Licensed to practice law in NY J.D. 5+ years of estate planning experience for high-net-worth individuals and families. Joining with some book of business is a plus but NOT required. Sound knowledge and expertise with complex estate planning strategies. Reasonably strong experience with estate administration is preferred. Must be a self-sufficient self-starter who takes ownership, has a high EQ, can run with a case beginning to end, is able to get passed any learning curve quickly, and possesses outstanding communication skills.
Contact Details:
David Rivard
davidr@execsallied.com