- Draft estate plan documents such as Wills, Grantor Trusts, revocable and irrevocable trusts, QPRTs, CRUTs/CRATs, and ILITS.
- Handle all facets of estate administration including preparing and filing probate and administration petitions, preparing, and filing estate tax returns, managing estate accounts, estate distribution, will contests, accountings and miscellaneous proceedings.
- Meet and interview clients for estate plans and supervise will executions.
- Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration, trust administration, and disputes in connections with estate and trust administration.
- Research complex estate and gift tax issues.
- Admitted In New York
- 3 to 10 years of experience preferred
- FW Notes regarding Trust & Estates Associate:
- 1800 billable hours for bonus.
- 5 days per week in the office / 30 PTO days (use or lose).
- Once established, some remote work may be available.
- 5% company contribution to 401k after 90 days / Health plan paid 60% / Dental employee paid / Life employer paid.
- Deals with general T&E administration, no litigation.
- Team is comprised of 3 partners and 1 associate.
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Trust & Estates Attorney - Garden City - WiseCounsel LLC
21 hours ago
Description
About the Company: Well regarded and established law Firm in Garden City, New York
About the Role: Trust & Estates Associate Attorney (3 yrs - 10 yrs experience)
Responsibilities:
Qualifications:
Preferred Skills:
Pay range and compensation package
$200K- $300K plus bonus
Please email resume as a word document attachment to -
Equal Opportunity Statement: We are committed to diversity and inclusivity.
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