Trusts & Estates Paralegal

Are you an experienced Trusts & Estates Paralegal with a strong background in Estate Administration? LHH Recruitment Solutions is currently seeking a Trust & Estate Paralegal for our client located in New York, NY. This role is ideal for a detail-oriented professional who thrives in a fast-paced work environment.

Key Responsibilities:

• Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.
• Prepare & file federal (Form 706) and state level estate tax returns, including: asset valuation, beneficiary distribution, and closing letter requests.
• Prepare Corporate Filings (LLCS, Corps., Foundations, etc.)
• Draft & file documents necessary for the formation and governance of entities, including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports, etc.).
• Prepare and file gift tax returns (Form 709).
• Track client gifting and reporting requirements for gift tax returns and draft & file the same.
• Draft loan docs, calculate interest & annuity payments.
• Effectively communicate & coordinate estate planning action items with clients, family offices, accounting firms, and banking teams.

Qualifications:

• At least 2 years or more of relevant experience.
• A bachelors degree and/or a paralegal certification.

If you are interested in learning more, please apply now!

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance