Private Clients Attorney (International Estate Planning)

Responsibilities

• Advise high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate planning, wealth preservation, and wealth transfer strategies.
• Develop and implement international estate planning solutions, including cross-border tax planning, pre-immigration planning, and structures designed to address international wealth and tax considerations.
• Counsel clients on federal and state estate, gift, and generation-skipping transfer tax matters, as well as evolving tax legislation affecting estate planning.
• Advise non-U.S. individuals on strategies to preserve assets outside the U.S. tax system while coordinating with foreign legal advisors as needed.
• Represent fiduciaries and beneficiaries in probate, estate administration, trust administration, and Surrogate's Court proceedings.
• Guide individual and institutional fiduciaries through all phases of trust and estate administration.
• Review and oversee the preparation of federal and state estate tax, gift tax, and fiduciary income tax returns, including matters involving international assets and reporting obligations.
• Counsel clients on business succession planning, charitable giving strategies, and multigenerational wealth transfer planning.
• Collaborate with attorneys across corporate, tax, real estate, litigation, and related practice areas to provide comprehensive legal solutions.
• Build and maintain strong relationships with clients and professional advisors, including accountants, financial advisors, trust officers, and family office professionals.
• Participate in business development initiatives, client education programs, and thought leadership activities.

Qualifications

• J.D. from an accredited law school.
• Active admission to the New York State Bar in good standing.
• Minimum of 7 years of trusts and estates or private client experience gained at a law firm, accounting firm, family office, or similar professional environment.
• Significant experience advising international clients and handling cross-border estate planning and trust administration matters.
• Strong knowledge of estate, gift, and generation-skipping transfer tax planning.
• Excellent drafting, analytical, organizational, and interpersonal skills.
• Ability to manage multiple complex matters while delivering exceptional client service.
• Experience collaborating with multidisciplinary teams on sophisticated client matters.
• LL.M. in Taxation is preferred but not required.
• Business development experience or a portable book of business is welcomed but not required.

Pay

Competitive base salary ranging from $275,000 to $375,000, depending on experience, qualifications, and overall expertise.

Benefits

• Comprehensive benefits package.
• Opportunity to work on sophisticated domestic and international private client matters within a collaborative and highly respected practice.
• Strong platform for professional growth, client development, and long-term career advancement.