Estate Planning Partner/Counsel - Law Firm - 10+ Years ...

Our client, a prestigious NYC Trusts and Estates practice group, is seeking an experienced and accomplished Trusts and Estates Partner or Counsel to join their team. The ideal candidate will have a minimum of 10 years of experience in estate planning and administration, working with ultra-high-net-worth (UHNW) and high-net-worth (HNW) individuals and multigenerational families. The successful candidate will have broad-based expertise across a variety of trusts and estates matters and a proven track record of providing strategic guidance to clients on complex, high-value estate planning issues. Key Responsibilities:Provide sophisticated estate planning and administration services to UHNW and HNW individuals, families, and family offices.Lead the development of customized estate planning strategies, including the creation of wills, trusts, and other estate planning documents.Advise clients on tax-efficient wealth transfer strategies, charitable giving, business succession planning, and asset protection.Oversee the administration of complex estates, including the management of probate proceedings, asset distribution, and tax filings.Work closely with clients' financial advisors, accountants, and other professionals to ensure integrated, comprehensive solutions.Manage a team of associates and collaborate with cross-practice teams to deliver holistic client service.Cultivate and maintain relationships with key clients, introducing new business opportunities and expand the firm's trusts and estates practice.Qualifications:J.D. from an accredited law school, with excellent academic credentials.A minimum of 10 years of experience in estate planning and administration, gained in a Big Law or reputable midsized firm.Extensive experience advising UHNW and HNW individuals and multigenerational families on complex trusts and estates matters.In-depth knowledge of estate tax law, fiduciary obligations, charitable planning, and other key areas of trust and estate law.Ability to handle sophisticated estate planning strategies and complex estate administration matters.Strong interpersonal skills, with the ability to develop and maintain relationships with clients, colleagues, and other professionals.Leadership ability to manage and mentor junior associates.Excellent written and verbal communication skills. While a book of portable business is preferred at $1MM+, the firm will engage those with 500K+ for consideration. Compensation includes salary ($250K-to-400K) plus a percentage of originations and service work performed for the firm. In addition, a robust benefits package is included. Must be admitted in NY (Connecticut, NJ and Fla. Bar admissions considered a plus). J. Sheppard Associates represents talented Attorneys and New York's top tier law firms.

Created: 2025-05-22