Experience with complex estate and trust administration
Excellent research, writing, and verbal communication skills
Strong organizational skills and ability to manage competing priorities
Responsibilities
Provide legal counsel and representation in estate planning and trust administration
Draft, review, and finalize estate planning documents like wills and trusts
Advise clients on strategies to minimize estate taxes
Assist in the administration of estates and trusts, managing asset distribution
Conduct legal research on estate planning and tax law
Collaborate with clients' financial advisors and accountants
Represent clients in court proceedings related to probate and trust administration
Benefits
Hybrid work opportunity in multiple locations
Engagement in sophisticated estate planning and tax matters
Minimum annual billable requirement of 1800 hours
Opportunity to work closely with senior attorneys
Build and maintain strong client relationships
Full Job Description
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.
