Cassin & Cassin LLP · 15 hours ago
Partner
Cassin & Cassin LLP is a prestigious New York based law firm seeking a partner to join its Trusts and Estates practice group. The ideal candidate will be responsible for originating new business, advising on sophisticated estate planning techniques, and working collaboratively with the residential real estate practice.
Building MaterialConsultingLegalReal EstateReal Estate Investment
Responsibilities
Advising on and implementing sophisticated estate planning techniques, based upon a deep understanding of federal income, gift, estate, and GST tax rules
Preparing sophisticated estate planning documents
All aspects of estate administration, including, but not limited to, the preparation of Surrogate’s Court documents and federal and New York estate tax returns, and representing clients in gift and estate tax audits
Advising clients on business succession planning
Advising clients on charitable planning
Representing fiduciaries and advising them on estate and trust administration; and
Business development and cross selling the firm’s other practice areas
Qualification
Required
A minimum of ten (10) years of experience advising high-net worth clients
Admitted to practice law in the State of New York (admission in New Jersey, Connecticut and/or Florida a plus)
A portable book of business
A strong understanding of federal and New York tax law applicable to estate planning
Representing fiduciaries and advising them on estate and trust administration
Ability and skill to cross sell the firm's other practice areas
Preferred
Experience with trusts and estate litigation
LLM in Taxation
Experience with estate planning and administration for clients living in CT, FL, and NJ
Company
Cassin & Cassin LLP
Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has nearly four decades of experience providing the highest quality of service to our clients.