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