Estate Planning Attorney

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🗽 New York – Remote

🗽 New York – Remote

💵 $150k - $175k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney

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Aprio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

☁️ SaaS

💰 Debt Financing on 2018-10

Finance • B2B • SaaS

Aprio is a comprehensive business advisory, tax, and accounting firm that provides a range of services across various industries including construction, dental, financial services, healthcare, manufacturing, and technology. They offer services such as business valuation, CFO advisory, succession planning, digital advisory, risk management, and compliance. Aprio is involved in areas like blockchain advisory, ERP and business applications, tax consulting, outsourced accounting, and wealth management. With a strong presence in over 50 countries, Aprio is committed to diversity and corporate social responsibility, continually innovating to meet the needs of their diverse clientele.

📋 Description

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. • Draft, review, and revise estate planning documents tailored to individual client needs. • Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. • Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. • Stay current with federal and state laws impacting estate planning, probate, and tax matters. • Represent clients in probate court and in the administration of trusts and estates as needed. • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

🎯 Requirements

• Juris Doctor (JD) degree from an accredited law school. • Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. • At least five years of dedicated experience in estate planning, with direct client interaction. • Demonstrated expertise in drafting and implementing estate planning documents. • Strong understanding of estate, gift, and generation-skipping transfer tax laws. • Excellent communication, negotiation, and problem-solving skills. • Ability to handle sensitive matters with discretion and empathy. • Proficiency with legal research and practice management software.

🏖️ Benefits

• Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options