Mid-level associate role within a private wealth/estate planning team in New York. The team advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Responsibilities include drafting and implementing complex estate plans (trusts, wills, family LLP/LLC structures), advising on gift, estate and generation-skipping transfer tax issues, assisting with estate and trust administration and post-mortem tax planning, and handling cross-border or multi-jurisdictional planning as needed. The role involves collaboration with corporate, tax and real estate colleagues and participation in client development.

4–7 years of experience in trusts & estates / private wealth services
Experience at an Am Law firm or leading boutique advising high-net-worth clients
Proven ability to draft complex estate planning documents independently
Experience with estate and trust administration preferred
Admission to the New York Bar (or ability to waive in)
Strong academic record with excellent writing and analytical skills

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