Mid-level Trust & Estates Attorney

Overview

Estate planning associate handling trusts, tax, and administration for high‑net‑worth clients.

Key Responsibilities

• client management
• collaboration
• legal research
• estate administration
• document drafting
• tax planning

Tasks

-Work closely with long-standing clients and generations of the same families -Collaborating with family office professionals, financial advisors, and accountants -Conducting legal research related to NYS and federal estate and gift tax matters -Assisting with trust and estate administration, including probate proceedings and fiduciary accountings -Drafting complex estate planning documents, including wills, revocable and irrevocable trusts, GRATs, and charitable vehicles -Advising clients on wealth transfer strategies, tax planning, and business succession

Requirements

• tax returns
• drafting
• 2-5 yrs
• ll.m.
• j.d.
• ny bar

What You Bring

A well-established boutique law firm in Locust Valley is seeking a Trusts & Estates Associate with 4-8 years of experience to join its growing private client group. The ideal candidate will have a strong foundation in estate planning, trust and estate administration, and gift and estate tax matters, with a particular interest in working with high-net-worth individuals and multi-generational families. -Experience with estate and gift tax returns (Form 706, 709) is a plus -Strong drafting, research, and communication skills -2-5 years of relevant trusts & estates experience, ideally with exposure to high-net-worth clientele -LL.M. in Taxation or Estate Planning preferred but not required -J.D. from an accredited law school; admission to the New York Bar required

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Benefits

-Gain hands-on experience and client-facing responsibility in a collaborative setting -Conveniently located in the heart of Locust Valley -No billable hour requirement -Enjoy a supportive firm culture that values discretion, personal connection, and deep client trust

About Henderson Scott Us

-Structured around four core verticals—Accounting & Finance, Legal, Real Estate & Construction, and Technology & Data—it has carved out niche market authority. -Backed by the global Search Recruitment Group. -Regularly partners with high-profile law firms, real estate & construction firms, major corporates and tech/data teams — delivering mid‑ to executive‑level hires. -Engages in unusually personalized recruitment: leaders with decades of experience oversee deep-market and client immersion. -Operates from a flagship New York HQ, with growth across US and UK operations.

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