Estate Planning Attorney

Estate Planning Attorney (High Net Worth) Mid-Sized Regional Firm - Midtown This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $120,000 - $250,000 per year A bit about us: Founded in close to three decades ago and based in Midtown with multiple offices in the state of New York and New Jersey, we are recognized as one of New York's premier firms in estate planning, elder law, trust and estate administration, Medicaid planning, business and tax planning, estate and trust litigation, and special needs planning. We guide high net worth individuals, business owners, seniors, persons with disabilities, and both traditional and non-traditional families through complex planning choices using state-of-the-art strategies and techniques. We actively counsel clients on navigating the interplay between federal estate tax changes under the One Big Beautiful Bill Act and New York's own estate tax system, including its lower exemption threshold and cliff provision. Why join us? Competitive Base Salary up to $250k (DOE) + Bonuses Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO Supportive and collaborative work culture with opportunities for professional growth and advancement Relocation assistance available Job Details Plan and draft high net worth estate and tax planning documents for individuals, families, and business owners Draft Intentionally Defective Trusts, Spousal Limited Access Trusts, Revocable and Irrevocable Trusts, Charitable Lead and Charitable •Remainder Trusts, and Grantor Retained Trusts Advise clients on wealth preservation, asset protection, and tax reduction strategies across federal and New York State estate tax systems Counsel clients on credit shelter trusts, gifting strategies, and charitable giving to minimize New York estate tax exposure Evaluate whether establishing trusts meets client goals for asset protection and probate avoidance Counsel clients on planning for long-term care costs and Medicaid considerations Prepare Powers of Attorney, Health Care Proxies, Wills, and Disposition of Remains Appointments Utilize legal case management software including Clio, NetDocuments, and Wealth Docs Looking For: J.D. and licensed to practice in New York 4+ years of experience with a focus on high net worth estate and tax planning Strong background in drafting Intentionally Defective Trusts, Spousal Limited Access Trusts, Revocable and Irrevocable Trusts, Charitable •Lead and Charitable Remainder Trusts, and Grantor Retained Trusts Experience advising high net worth clients on asset protection, wealth transfer, and estate tax planning at both federal and state levels Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: