Lawyers in the firm’s private clients practice appreciate our clients’ complex and highly personalized needs. We help our clients protect and administer family wealth and plan for the transmission of wealth to family members and charities. The firm prides itself on the ability to provide sophisticated but practical tax advice integrated into sensitive, confidential estate plans reflective of our clients’ family, charitable and business objectives.
Our practice includes:
- Estate and tax planning
- Administration of trusts and estates
- Family businesses
- Premarital and marital agreements
- Family law – separation and divorce
- Family disputes
- Planning for retirement and disability
- Private investments
- Transactions involving residential real estate, art, boats and aircraft
- Family charities and charitable giving
Job Responsibilities: Estate and trust administration and basic estate planning - including the preparation of probate and administration proceeding papers, estate administration including collection and valuation of assets, payment of debts and bequests, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041’s prepared by outside accountants, preparation of receipt and release agreements, fiduciary appointments and tax planning, preparation of basic estate planning documents such as wills and trusts. As the candidate’s experience grows the responsibilities of the job will also expand.
Required Qualifications: The ideal candidate should have 5 or more years of trusts and estates experience and be comfortable with using math and excel. Must have a J.D. from an ABA-accredited law school and be admitted to the New York Bar.