4 days old

Private Clients Department Attorney

BCG Attorney Search
Jericho, NY 11753
Practice Area: Trusts and Estates, Job Type: Attorney, Firm Type: Law Firm, Experience: 5 Years, Jericho office of a BCG Attorney Search Top Ranked Law Firm seeks private clients 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. Perform other responsibilities as client needs dictate. Serve in estate and trust administration, including 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. Must 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 needed. Experience preparing federal and state estate tax returns essential. Should have experience with trust administration, including the calculation and funding of trust shares. Must have working knowledge of fiduciary income tax. This distinguished law firm with numerous accolades to its credit is also known as a Global 100 law firm. It is one of the largest law firms in the world and was founded in the last quarter of the nineteenth century in New York. The firm's practice areas and industries are broad in scope. Further, the attorneys here are dedicated to community outreach and pro bono efforts. This law firm has also received recognition for its commitment to diversity.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. Excellent organizational, communication, analytical and critical thinking skills essential. Must have ability to work independently, plan and take the initiative to accomplish objectives in a timely manner. Must have client service skills and ability to manage projects and handle multiple competing priorities.

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Posted: 2021-06-10 Expires: 2021-07-13

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Private Clients Department Attorney

BCG Attorney Search
Jericho, NY 11753

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