Location: Buffalo, Albany, or Rochester, NY; or Stamford, CT - Hybrid Work Schedule
Experience Level: 3+ years of experience in estate planning, and estate and trust administration
Description: Harris Beach Murtha seeks a Trusts & Estates Associate to work closely with senior attorneys in providing comprehensive legal services to high-net-worth individuals, families and businesses. The ideal candidate will have experience with sophisticated estate planning, estate and trust administration, and estate, gift and fiduciary income tax matters, and will work collaboratively with clients and their financial advisors, accountants and other professionals to develop comprehensive estate plans.
The Trusts & Estates Associate will have the opportunity to:- Provide legal counsel and representation to clients in matters related to estate planning, trust administration and probate
- Draft, review and finalize a variety of estate planning documents, including wills, trusts, power of attorney and advance healthcare directives
- Advise clients on strategies to minimize estate taxes and protect their assets
- Assist in the administration of estates and trusts, including preparing and filing necessary legal documents, managing asset distribution and resolving any disputes
- Conduct legal research and stay up to date with the latest developments in estate planning, tax law and probate law
- Collaborate with clients' financial advisors, accountants and other professionals to develop comprehensive estate plans
- Represent clients in court proceedings related to probate and trust administration as needed
- Build and maintain strong relationships with clients through effective communication and a deep understanding of their unique needs
Work Environment and Expectations: - A hybrid work opportunity in Harris Beach Murtha's Buffalo, Albany, Rochester or Stamford office
- Engagement in sophisticated estate planning, estate and trust administration, and related tax matters on behalf of high-net-worth individuals, families and businesses
- Minimum annual billable requirement of 1800 hours
Applications are encouraged and desired if you have: - 3+ years of experience in estate planning, and estate and trust administration
- Juris Doctorate from an ABA-accredited law school
- Admission to New York bar required
- Admission to Connecticut and/or Massachusetts bar (or ability to waive in) beneficial
- Experience drafting sophisticated estate planning documents, including various types of trusts
- Experience with complex estate and trust administration
- Experience preparing estate, gift and fiduciary income tax returns
- Experience representing fiduciaries and beneficiaries in Probate Court estate and trust proceeding
- Excellent research, writing and verbal communication skills
- Strong organizational skills and the ability to effective manage competing priorities
- Demonstrated ability to rapidly absorb and analyze new information
- A high level of professionalism, conscientiousness and responsibility
- A positive, flexible and cooperative attitude
- Ability to work effectively with diverse personalities across all levels of the organization
- Military experience welcome
Salary information below will vary depending upon relevant experience for the position and geographic locations.$130,000 - $185,000
Harris Beach Murtha is not accepting candidate submissions from recruiting agencies for this position during the first two weeks after posting. Following this period, agencies with an active fee agreement with the firm may reach out to our internal recruitment team at to inquire about potential collaboration for this position.#LI-Hybrid
