Estate Planning Partner/Senior Associate
OtherAssociate
0 views0 saves0 applied
Quick Summary
Key Responsibilities
• Handling all stages of estate planning and trust administration• Client intake and management• Drafting, reviewing and modifying estate planning documents (including trusts, wills,
Requirements Summary
7 years experience minimum.Proficiency in Microsoft Office required. Foreign language skills a plus.
Technical Tools
OtherAssociate
Estimated salary for this position is $140,000-$180,000 per year
Falcon Rappaport & Berkman is seeking an Estate Planning Partner/Senior Associate.
Falcon Rappaport & Berkman is a growing, full-service law firm with particular concentration in taxation, corporate, real estate, litigation, and all aspects of trusts and estates practice.
Responsibilities will include, but not be limited to:
• Handling all stages of estate planning and trust administration
• Client intake and management
• Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents)
• Advising on various wealth transfer and asset protection strategies for high-net-worth clients
• Implementing strategies for reducing estate, income and risk mitigation strategies
• Preparing and reviewing technical memoranda for clients involving estate tax issues
• Competently handling complex estate planning matters in consultation with the estate planning team
• Researching various client issues, analyzing options and proposing best course of action
• Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus
• Corporate experience a plus
• Evaluation of fraudulent transfer and voidable transactions associated with the planning services we provide
Requirements:
7 years experience minimum.
Proficiency in Microsoft Office required.
Foreign language skills a plus.
Real Estate Experience a plus
Evaluation of fraudulent transfer and voidable transaction a plus
Book is preferred but not required
Why work with us?
Robust benefits package.
Flexible work hours.
Collegial & communicative atmosphere.
Falcon Rappaport & Berkman is seeking an Estate Planning Partner/Senior Associate.
Falcon Rappaport & Berkman is a growing, full-service law firm with particular concentration in taxation, corporate, real estate, litigation, and all aspects of trusts and estates practice.
Responsibilities will include, but not be limited to:
• Handling all stages of estate planning and trust administration
• Client intake and management
• Drafting, reviewing and modifying estate planning documents (including trusts, wills, powers of attorney, advanced directives and funding documents)
• Advising on various wealth transfer and asset protection strategies for high-net-worth clients
• Implementing strategies for reducing estate, income and risk mitigation strategies
• Preparing and reviewing technical memoranda for clients involving estate tax issues
• Competently handling complex estate planning matters in consultation with the estate planning team
• Researching various client issues, analyzing options and proposing best course of action
• Reviewing and monitoring work of paralegals and legal assistants. Experience with court appearances a plus
• Corporate experience a plus
• Evaluation of fraudulent transfer and voidable transactions associated with the planning services we provide
Requirements:
7 years experience minimum.
Proficiency in Microsoft Office required.
Foreign language skills a plus.
Real Estate Experience a plus
Evaluation of fraudulent transfer and voidable transaction a plus
Book is preferred but not required
Why work with us?
Robust benefits package.
Flexible work hours.
Collegial & communicative atmosphere.
Location & Eligibility
Where is the job
Mount Kisco, United States
On-site at the office
Who can apply
US
Listing Details
- Posted
- August 12, 2026
- First seen
- September 26, 2026
- Last seen
- September 29, 2026
Posting Health
- Days active
- 3
- Repost count
- 0
- Trust Level
- 17%
- Scored at
- September 29, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
Newsletter
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
A
B
C
D
No spam. Unsubscribe at any time.