8 days old

Private Client Department Attorney

BCG Attorney Search
Rochester, NY 14614
Practice Area: Trusts and Estates, Job Type: Attorney, Firm Type: Law Firm, Experience: 2 Years, Rochester office of a BCG Attorney Search Top Ranked Law Firm seeks private client department attorney with 5+ years of experience. The candidate will assist with all aspects of the administration of estates. Will serve in the preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation and allowance of accounts in the probate court; preparation of trust accountings. Preparation of federal and state estate tax returns. Opening and closing estate accounts. Other responsibilities as client needs dictate. Managing Surrogate Court filings in connection with the probate of estates and settlement of trusts, preparation of state and federal estate tax returns, and preparation of estate and trust accountings. Should have experience representing high net worth individuals, and extensive experience with trust and estate administration. An LL.M. degree is a plus. Experience in probate matters, including drafting petitions and settlement of accounts essential. Experience preparing federal and state estate tax returns needed. Should have experience with trust administration, including the calculation and funding of trust shares. Working knowledge of fiduciary income tax needed. "This firm has gone through countless mergers to end up where it is today: a national full-service firm. The firm has the advantage of having both suburban East Coast offices and branches in several major cities, which allows the firm to accommodate a spectrum of needs and clients. In the city, the practice is strongly litigation and intellectual property oriented, with a particularly popular employment section. Associates here have the benefits of a smaller firm attitude with the offices and paychecks of a large firm. Pulling down lots of hours, but not unreasonable amounts, the associates get good responsibility and on the job training."Additional Skills: The candidate should be motivated self-starter with stellar academic credentials, superb judgment and communication skills, a commitment to excellence and have the ability to thrive in a fast-paced environment. Must have excellent organizational, communication, analytical and critical thinking skills. Should have ability to work independently, plan and take the initiative to accomplish objectives in a timely manner. Client service skills and ability to manage projects and handle multiple competing priorities needed.

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Posted: 2021-04-29 Expires: 2021-06-05

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Private Client Department Attorney

BCG Attorney Search
Rochester, NY 14614

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