Job ID: 376831
Practice area:- Elder Law,Estate & Tax Planning,Probate,Tax - General,Trusts and Estates - General
Senior Trusts and Estates Attorney – HNW Client Advisory | Uniondale, NY
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An established Uniondale law firm is seeking a seasoned Trusts and Estates Attorney to advise high-net-worth clients. Lead complex estate and tax planning matters while mentoring junior attorneys. Ideal for attorneys with 20+ years of experience looking for leadership in a respected practice.
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A highly regarded law firm in Uniondale, NY is actively seeking a Senior Trusts and Estates Attorney with 20+ years of experience to take a leading role in its sophisticated estate planning practice. This firm has earned a reputation for serving high-net-worth individuals and families with discretion and expertise. This is a rare opportunity for an experienced practitioner to work autonomously, provide strategic counsel, and contribute to the growth of a thriving trusts and estates department.
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📋 Key Responsibilities:
• Draft and review complex estate planning instruments, including wills and trusts
• Provide strategic counsel on wealth preservation, charitable giving, and tax optimization
• Oversee administration of estates and trusts, including fiduciary accounting and probate matters
• Represent clients in Surrogate’s Court proceedings, including will contests and trust disputes
• Collaborate with multidisciplinary professionals (CPAs, financial advisors, wealth managers)
• Mentor and provide oversight to junior attorneys and support staff
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✅ Qualifications:
• At least 20 years of experience practicing trusts and estates law
• Extensive background in estate planning, administration, and tax planning
• JD from an accredited law school; LLM in Taxation or Estate Planning preferred
• Licensed and in good standing with the New York State Bar
• Demonstrated success advising high-net-worth individuals and fiduciaries
• Expertise in federal and New York state tax law impacting trusts and estates
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🏛️ Culture & Firm Appeal:
This well-established firm is known for its long-standing client relationships, strong internal collaboration, and commitment to maintaining the highest professional standards. Attorneys enjoy a collegial atmosphere with minimal bureaucracy, allowing for greater autonomy and client impact. The practice is consistently recognized for its strategic depth in estate and tax planning for affluent clients.
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💎 Why This Role Is Unique:
This opportunity is perfect for a senior-level attorney looking to step into a leadership role while continuing to engage in complex, meaningful client work. The position offers the ability to shape the strategic direction of the estate planning group, while also maintaining an active and prestigious client portfolio.
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