Job Description
Trusts & Estates Associate - High-Net-Worth Focus
Locust Valley, Long Island | Full-Time in Office | Private Client Practice
A well-established boutique law firm in Locust Valley is seeking a Trusts & Estates Associate with 4-8 years of experience to join its growing private client group. The ideal candidate will have a strong foundation in estate planning, trust and estate administration, and gift and estate tax matters, with a particular interest in working with high-net-worth individuals and multi-generational families.
Key Responsibilities
- Drafting complex estate planning documents, including wills, revocable and irrevocable trusts, GRATs, and charitable vehicles
- Advising clients on wealth transfer strategies, tax planning, and business succession
- Assisting with trust and estate administration, including probate proceedings and fiduciary accountings
- Conducting legal research related to NYS and federal estate and gift tax matters
- Collaborating with family office professionals, financial advisors, and accountants
Qualifications
- J.D. from an accredited law school; admission to the New York Bar required
- 2-5 years of relevant trusts & estates experience, ideally with exposure to high-net-worth clientele
- Strong drafting, research, and communication skills
- Experience with estate and gift tax returns (Form 706, 709) is a plus
- LL.M. in Taxation or Estate Planning preferred but not required
Why Join Us
- Work closely with long-standing clients and generations of the same families
- Gain hands-on experience and client-facing responsibility in a collaborative setting
- Enjoy a supportive firm culture that values discretion, personal connection, and deep client trust
- Conveniently located in the heart of Locust Valley
- No billable hour requirement