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UNAVAILABLE

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OVERVIEW

Assists the Trusts & Estates (T&E) attorneys and Fiduciary Accountants in the administration of estates and trusts, and works on personal client estate planning matters and charitable foundation matters under attorney supervision.

RESPONSIBILITIES

Prepares petition and related papers to probate clients’ wills;
Compiles exhibits to Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and Form 709, the United States Gift Tax Return, among other tax forms;
Assists attorneys and Fiduciary Accountants with identification, valuation and collection of estate assets;
Assists with administration of trusts by keeping track of trust information, including trust assets, current trustees, grantor trust status, GST-exempt status, etc.;
Assists with Grantor Retained Annuity Trusts (GRATs) by compiling support for value of contributed/distributed assets for funding and annuity payments; creating annuity payment schedule; tracking in calendar; and sending annuity payment reminders;
Assists with administration of intra-family loans and tracks annual interest payment due dates, as well as maintains documentation calculating accrued interest and repayments of interest and principal;
Creates first drafts of various T&E practice documents including but not limited to: cover letters, powers of attorney, health care proxies, living wills, unanimous written consents, bills, summaries of wills and trust agreements, trustee appointment/resignation/removal instruments, crummey notices, promissory notes, GRAT agreements, various ancillary GRAT documents, and debt forgiveness letters;
Creates execution versions of various documents for signature including proofing for spelling errors, formatting, pagination, correct numbering of sections, cross-references, etc.;
Maintains T&E files including digital document folders and the inventory of documents in storage;
Creates and indexes binders;
Assists with creation/editing of PowerPoint presentations;
Administers and coordinates regular updates to T&E department form documents; and
Performs other duties as requested.

QUALIFICATIONS

Bachelor’s degree preferred;
Three to five years of applicable experience at minimum;
Superior organizational skills;
Excellent attention to detail;
Proficiency in Microsoft Word, Excel and PowerPoint, as well as Hot Docs and Number Crunchers;
Strong verbal and writing skills;
Ability to deal discreetly with confidential information;
Ability to respond promptly to multiple requests from attorneys and Fiduciary Accountants on various matters; and
Ability to work additional hours, as needed.

This position is located in our New York office, and currently has a hybrid work schedule, but that is subject to change. The estimated salary range for this position is $90,000 to $120,000. The actual salary offered will be based on a wide range of factors, including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and Firm factors are also considered. In addition to base salary and discretionary bonus(es), we offer a generous employee benefits package including, but not limited to, paid time off, medical, dental, vision care, 401(k) and substantial health club discounts.

Average salary estimate

$105000 / YEARLY (est.)

min

max

$90000K

$120000K

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What You Should Know About UNAVAILABLE, Cravath, Swaine & Moore LLP

Are you passionate about estate planning and want to make a meaningful impact? Join us as a Trusts & Estates Associate at our prestigious firm in New York! In this dynamic role, you will support our T&E attorneys and Fiduciary Accountants in the intricate administration of estates and trusts, as well as work on personal estate planning matters and charitable foundations. Your responsibilities will include preparing probate petitions, assembling key documents for tax returns, and facilitating the identification and valuation of estate assets. You will also be instrumental in the administration of trusts, managing critical information about trust assets and providing support for Grantor Retained Annuity Trusts (GRATs). Attention to detail is crucial as you will be drafting various legal documents like powers of attorney and living wills and ensuring their accuracy before execution. Your organizational skills will shine as you maintain T&E files and digital document folders while creating presentations to support our department's initiatives. We value creativity and proactivity, so if you're someone who enjoys collaborating and handling multiple priorities, this is the perfect opportunity for you. With a hybrid work culture and an estimated salary range of $90,000 to $120,000, there's never been a better time to join us and elevate your career in the Trusts & Estates field!

Frequently Asked Questions (FAQs) for UNAVAILABLE Role at Cravath, Swaine & Moore LLP

What are the key responsibilities of a Trusts & Estates Associate at our firm?

As a Trusts & Estates Associate at our firm, you will take on several essential responsibilities. These include preparing probate petitions and related documents for clients' wills, compiling exhibits for estate tax returns, and providing assistance with the valuation and collection of estate assets. Furthermore, you will help create drafts for various estate planning documents, manage trust information, and coordinate the administration of intra-family loans. Your role is pivotal in ensuring that our clients' estate matters are handled with precision and care.