Cleary Gottlieb Steen & Hamilton LLP

Trust & Estates Senior Paralegal

US-NY-New York
Job ID
2018-1112
# of Openings
1
Category
Paralegal

Overview

The Firm:

 

Cleary Gottlieb Steen & Hamilton LLP is a leading international law firm with 16 offices located in major financial centers around the world. The firm has helped shape the globalization of the legal profession for more than 65 years and its worldwide practice has a proven track record for innovation and providing work of the highest quality to meet the needs of both domestic and international clients. In recognition of the firm’s strong global practice, its effectiveness in dealing with the different business cultures of the countries in which it operates, and its success in multiple jurisdictions, Cleary Gottlieb received Chambers & Partners’ inaugural International Law Firm of the Year award.

 

Organized and operated as a single, integrated global partnership (rather than a U.S. firm with a network of overseas offices), Cleary Gottlieb employs more than 1,200 lawyers from more than 50 countries and diverse backgrounds who are admitted to practice in numerous jurisdictions around the world.

 

Cleary Gottlieb’s clients include multinational corporations, international financial institutions, sovereign governments and their agencies, as well as domestic corporations and financial institutions in the countries where its offices are located. Although each of its 16 offices has its own practice, a “one firm” approach to the practice of law offers clients in any office the ability to access the full resources of all of CGS&H’s offices and lawyers worldwide to the extent their matters so require.

 

It is a core conviction of the firm that the practice of law is a privilege, one that carries with it the responsibility to apply their collective talents for the benefit of less privileged individuals and communities. As such, the firm dedicates a substantial amount of time and resources to pro bono legal work and other community activities.

Responsibilities

Private Clients Practice:

Lawyers in the firm’s private clients practice appreciate our clients’ complex and highly personalized needs. We help our clients protect and administer family wealth and plan for the transmission of wealth to family members and charities. The firm prides itself on the ability to provide sophisticated but practical tax advice integrated into sensitive, confidential estate plans reflective of our clients’ family, charitable and business objectives.

 

Our practice includes:

  • Estate and tax planning
  • Administration of trusts and estates
  • Family businesses
  • Premarital and marital agreements
  • Family law – separation and divorce
  • Family disputes
  • Planning for retirement and disability
  • Private investments
  • Transactions involving residential real estate, art, boats and aircraft
  • Family charities and charitable giving Job Responsibilities: Preparation of probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests, preparation and filing of federal and state estate tax returns, preparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041’s prepared by outside accountants, preparation of receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney.  

Qualifications

Minimum of 5 yrs. estate administration experience including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate's Court related filings; and knowledge of estate and trust income taxation. Must have experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel. Bachelor's degree required.  Knowledge of fiduciary accounting preferred.

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