Estate Planning Partner/Senior Associate
Mount Kisco, NYPosted Aug 12, 2026
Requirements at a glance
Estate Planning Partner/Senior Associate at Falcon Rappaport & Berkman is a role based in Mount Kisco, NY. The posting asks for 7+ years of experience. It does not mention visa sponsorship. Applications are submitted through JazzHR.
- Experience
- 7+ years
- Visa sponsorship
- Not mentioned in the posting
- Application platform
- JazzHR
Extracted automatically from the job description. Confirm details in the full posting below.
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.