Executive Alliance · 1 week ago
Associate Attorney - Trusts & Estates
New Hyde Park, NY
Full-time
Hybrid
Mid, Senior Level
$0/yr - $175K/yr
4+ years expExecutive Alliance is a full-service law firm in western Nassau County, Long Island, seeking an Associate Attorney specializing in Trusts & Estates. The role involves preparing and reviewing estate planning documents, assisting clients with wealth preservation, and navigating complex tax planning strategies for high-net-worth individuals and families.
ConsultingRecruitingStaffing AgencyTraining
No H1B
Hiring Manager
David Rivard
Responsibilities
Prepare wills, annuities, trust documents, etc
Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents
Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc
Assist clients with preserving their wealth and administering estates and trusts
Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors
Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits
Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits
Assist clients to plan, create and administer charitable giving and foundations
Assist with the probate process and administration of estates for trustees and executors
Effectively counsel clients in all aforementioned disciplines
Qualification
Required
At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning
J.D
Licensed to practice law in NY State
Experience working with estates valued over $5 Million
Preferred
Joining the firm with a ‘book of business' is NOT required, but a plus
Company
Executive Alliance
Executive Alliance is an agency that provides staffing, recruiting, executive search, and consulting services to various sectors.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gary Zelamsky
CEO Emeritus & Executive Advisor
Recent News
Maryland Daily Record
2025-05-06
Maryland Daily Record
2025-03-08
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