Trusts & Estates Associate - New York, United States - Grant Herrmann Schwartz & Klinger LLP

Grant Herrmann Schwartz & Klinger LLP
Grant Herrmann Schwartz & Klinger LLP
Verified Company
New York, United States

3 weeks ago

Mark Lane

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Mark Lane

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Description

Grant Herrmann Schwartz & Klinger, a prestigious boutique law firm located in New York City, is seeking a dynamic and experienced Trusts and Estates Associate to join our team.

With a commitment to excellence and client-focused service, our firm provides comprehensive legal solutions tailored to the unique needs of our clients.


POSITION OVERVIEW:


ESTIMATED ANNUAL PAY RANGE:

$120,000-$160,000


RESPONSIBILITIES:


Collaborate with partners and senior associates to advise clients on a wide range of trusts and estates matters, including estate planning, trust creation and administration, wealth preservation, and tax planning strategies.


Draft and review legal documents, including wills, trusts, powers of attorney, and advance directives, ensuring accuracy and compliance with applicable laws and regulations.


Conduct legal research and analysis to support client matters, staying abreast of developments in trusts and estates law and tax legislation.

Assist with probate and estate administration proceedings, including estate inventory, asset valuation, distribution planning, and fiduciary accounting.


Provide strategic guidance to high-net-worth individuals, families, and fiduciaries on complex estate planning techniques, asset protection strategies, and charitable planning initiatives.

Develop and maintain strong client relationships, delivering exceptional service and tailored solutions to meet clients' unique needs and objectives.


REQUIRED AND PREFERRED QUALIFICATIONS:


Minimum Education:
Juris Doctorate


Required Licensure:
Certified by the NY & NJ Bar Associations


Preferred Experience and Knowledge:

3-6 years of experience practicing trusts and estates law, preferably in a reputable law firm or in-house legal department.

Solid understanding of federal and state tax laws, trust principles, and estate planning strategies.

Excellent drafting, analytical, and communication skills, with the ability to convey complex legal concepts clearly and effectively.


Strong attention to detail and organizational abilities, with the capacity to manage multiple priorities and deadlines in a fast-paced environment.

Demonstrated commitment to delivering exceptional client service and maintaining the highest standards of professionalism and integrity.


WORKPLACE LOCATION REQUIREMENTS
Requires in-office work at the NYC office daily.


COMPETENCIES:


Ownership Mindset:
Is dependable and reliable and brings their best each day and to every task. Takes personal accountability for ensuring work gets done.

Proactively addresses issues/open items without needing to be prompted by others; acts quickly to achieve results; sees tasks through to the end.

Seeks to assist in areas outside of standard scope of responsibility.


Organization & Productivity:

Efficiently uses time; plans and prioritizes work effectively; works in an organized fashion; completes assignments in a timely manner and meets deadlines.


Ethics and Compliance:

Follows the standards of Professional and Ethical Conduct at all times and conducts themselves with honesty and integrity in all interactions (both internal and external).


Management of Expectations (both internal colleagues/attorneys and external clients):Makes clients - both internally and externally - the top priority while effectively managing expectations; listens carefully to needs and recommends appropriate services in response; keeps others informed and follows up to ensure satisfaction.


Positivity, Optimism, Adaptability, Flexibility:
Maintains a positive outlook; faces challenges with optimism; sees the possibilities in all situations. Contributes constructively by providing helpful, relevant ideas, even if the situation is challenging.

Adapts to changing needs, conditions, and work responsibilities; and maintaining composure in stressful situations; open to different and new ways of doing things; willing to modify approach.


Interpersonal Skills:

Building constructive working relationships characterized by a high level of cooperation and mutual respect; communicating respectfully and listening to others while making an attempt to understand alternative viewpoints.


Communication Skills:
Demonstrates mastery of both written and verbal communications, delivering clear and organized thoughts.

Is responsive to internal and external clients, providing timely and accurate responses that take the needs of the recipient into account.


Technology:

Excellent computer skills, including Microsoft Office Suite, strong information management skills, and the ability to learn new programs and skills as needed.


The firm offers a competitive salary commensurate with experience, along with great benefits such as 401k, medical, dental, and vision.

Grant Herrmann is an equal employment opportunity employer and considers all applicants without regard to race, color, religion, national origin, ancestry, citizenship, gender, pregnancy, age, physical or
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