Experience Level: 1-4 years
Office Location: Albany, NY (Corporate Woods office)
Work Schedule: On-Site, Full-Time
Salary: $115,000-$132,500
Bonus: This role is eligible for a bonus up to 50% of salary
Role Details:Whiteman Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates with emphasis on income, estate, gift, and generation-skipping transfer tax matters. The successful candidate will have experience in estate planning and estate and trust administration with an interest in tax and estate planning, wealth preservation, charitable giving, and business succession planning and will play a vital role in providing comprehensive legal solutions to high-net-worth families and corporate trustees.
This position is located in our Corporate Woods office.
Education and Experience:- Bachelor's degree
- Juris Doctor (JD) from an accredited law school
- Admission to the New York Bar
- 1-4 years of experience in trusts and estates law
Essential Duties and Responsibilities:- Prepare estate planning documents such as Wills, Trust Agreements, Powers of Attorney, Health Care Proxies, and Living Wills
- Assist with high-net-worth tax planning, including preparation of wealth preservation strategies, income, estate, gift, and generation-skipping transfer tax analyses, charitable giving structures, and business succession plans
- Manage estate and trust administration matters, including representation before tax authorities and in Surrogate's Courts
- Collaborate with other practice areas to deliver comprehensive solutions
- Conduct legal research and draft legal documents
- Communicate with clients and other stakeholders effectively
Knowledge, Skills, and Abilities:- Excellent analytical and problem-solving skills
- Ability to work collaboratively in a team environment
- Strong legal research and writing abilities
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Ability to manage multiple tasks and deadlines effectively
- Client-focused approach to legal practice
- Performs other duties as required
Application Materials:- Cover letter
- Resume
- Law School Transcript
- Writing Sample
Applications will be accepted on a rolling basis. Please contact [email protected] with any questions. 
