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Benefits Offered

Dental, Medical, Vision

Employment Type


TRUST & ESTATE ATTORNEY for NYC RIA . Ideally looking for an Attorney who has experience and a track record of success in the area of Trust & Estates.

Functions and Responsibilities :

  • Handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions.
  • Drafts Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family Limited Partnership Agreements and other documents for estates with wide-ranging values.
  • Responsible for post-mortem administration of estates.
  • Prepares and reviews contracts, business filings, and other documents relevant to corporate, tax, and other business matters.
  • attorneys will be Involved with handling sophisticated income tax matters, wealth transfer planning, trusts and estates, probate and closely held business matters and related transactions.
  • Communicates with clients and other parties involved in transactions and other legal representations.


  • 3+ years law firm experience in Estates, Trust, Tax and Wealth Planning, and strong experience in drafting complex estate planning documents.
  • LL.M. in Tax or Certified Specialist designation a plus.
  • Experience in estate and tax planning for high net worth individuals and families, as well as experience with estate administration, business succession, charitable planning, and taxation issue

About insight strategies group:

Insight Strategies Group is committed to partnering with businesses to create growth by providing human capital for specialized, professional and contingent workers. Insight Strategies Group listens to individual needs and customizes personnel solutions for both businesses and workers. We are a fast growing boutique staffing firm looking to foster long term relationships.

Posted date: 10 days ago

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