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Withers · 1 day ago

Domestic Estate Planning Associate

New York, United States

Full-time

Onsite

Mid, Senior Level

$235K/yr - $280K/yr

4+ years exp

Withers is a global law firm dedicated to the personal and private capital needs of high-net-worth individuals and families. The Domestic Estate Planning Associate will handle a full range of private client practice and trust and estate administration/planning, advising on complex wealth structures, drafting estate planning documents, and conducting tax analysis.

Law Enforcement

Responsibilities

Handle a full range of private client practice and trust and estate administration/planning; including, advising on complex wealth structures, drafting estate planning documents, tax analysis, estate administration and trust administration

Have previous experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents; including, but not limited to: testamentary estate plans, irrevocable grantor and non-grantor trusts, leveraged gifting strategies, income tax planning using trusts (particularly QSBS planning), post-mortem planning and estate administration

Possess knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation

Independently have the ability to spot and advise on cross-border and/or income tax issues is a plus

Contribute to the team's profile and undertaking business development activities to establish, develop, and maintain long-term relationships; including, writing articles and posts, attending events and conferences, and building networks with private wealth contacts and intermediaries including global and peer firms and counsel