Estate & Trust Attorney Job at Talnt, White Plains, NY

MzAvYjk3MEpVbFpTRkN5MEVldDNBZnRLYkE9PQ==
  • Talnt
  • White Plains, NY

Job Description

Estate & Trust Attorney – Sophisticated Estate Planning

New York, NY & White Plains, NY

About the Role

The firm is seeking a seasoned Trusts & Estates attorney with 4–6 years of focused experience in sophisticated estate planning for high-net-worth individuals and federally taxable estates. This role centers on advanced wealth transfer strategies, tax-driven estate planning, and preparation of Federal and New York State estate tax returns.

The ideal candidate has hands-on experience structuring complex planning techniques for estates exceeding the federal exemption threshold and is comfortable advising clients with estates valued above $16 million. This position offers the opportunity to work closely with senior partners on high-value planning matters involving multi-generational wealth transfer, tax mitigation, and asset protection.

Responsibilities

  • Draft and implement sophisticated estate planning strategies for federally taxable estates exceeding $16 million
  • Structure and draft advanced planning vehicles including:
    • Credit Shelter Trusts
    • GRATs
    • SLATs
    • Irrevocable Trusts
    • Lifetime gifting strategies
  • Advise clients on federal and New York State estate, gift, and generation-skipping transfer tax implications
  • Prepare and review Federal Estate Tax Returns (Form 706)
  • Prepare and review New York State Estate Tax Returns
  • Develop wealth transfer strategies designed to minimize estate and gift tax exposure
  • Coordinate closely with accountants and financial advisors on tax planning implementation
  • Counsel clients on lifetime planning, succession planning, and asset protection
  • Ensure compliance with evolving federal and state tax law

Qualifications

  • Active member in good standing with the New York State Bar
  • 4–6 years of concentrated experience in estate planning
  • Demonstrated experience handling federally taxable estates
  • Direct experience preparing Federal and New York State estate tax returns
  • Strong drafting skills in sophisticated trust structures
  • Solid understanding of current federal and NY estate tax laws
  • Strong attention to detail and client-facing communication skills

Job Tags

Similar Jobs

TechniPros

SAP FICO Job at TechniPros

 ...SAP FICO Consultant TechniPros Location: Austin, TX (Onsite) | Type: W2 Contract About TechniPros TechniPros is seeking an experienced SAP FICO professional for a critical onsite role in Austin, TX. Join our team to deliver end-to-end SAP implementations... 

Capital Hospice & Palliative Care

Hospice Certified Nurse Assistant (CNA) Job at Capital Hospice & Palliative Care

 ...interdisciplinary group who works under the supervision of a registered nurse and performs various services for a patient as necessary to...  ...shampoos and changing bed linen as often as assigned. Assisting in dressing and undressing patients as assigned. Assisting in... 

S&P Global

Senior Analyst, Charter Schools - Americas Public Finance Job at S&P Global

 ...is one of the worlds leading providers of independent credit risk research and benchmarks. Within S&P Global Ratings Americas Public Finance is an important sector of the capital markets as our credit analysis supports key funding initiatives and serves as a growth... 

Girl Scouts Heart of the Hudson

Summer Camp Counselor Job at Girl Scouts Heart of the Hudson

Position Overview: Make a Difference This Summer as a Camp Counselor! Camp Counselor Residential Camp (Seasonal) Girl Scouts Heart of the Hudson, Inc. Rock Hill, NY Seasonal- June to August | Full-Time Compensation: $2,025 $2,325 (seasonal stipend)... 

ADF Medical Services Inc.

Live Chat Agent Job at ADF Medical Services Inc.

 ...JOB OPENING Live Chat Agent ADF Medical Services Inc. We're hiring an energetic and professional Live Chat Agent to deliver real-time support to our patients and clients online. If you're a fast typist with a friendly attitude and strong written communication...