Overview In this role you will lead estate planning and elder law work within a collaborative law firm. You will help clients with wills, trusts, powers of attorney, and tax-efficient wealth transfer strategies, while managing trust and estate administration and Medicaid planning. You'll work closely with other professionals to deliver comprehensive plans and long-term client relationships. This is an in-office, client-centered position offering growth and professional development.
Compensation / Benefits- health insurance
- retirement plan
- paid time off
- professional development and continuing legal education opportunities
- bonus
Responsibilities- Advise clients on comprehensive estate planning, including wills, trusts, powers of attorney, and advance directives
- Counsel on wealth transfer, charitable giving, and tax planning
- Administer trusts and estates, including probate, court filings, and related litigation when needed
- Draft, review, and interpret complex estate planning documents and trust agreements
- Coordinate with financial advisors, accountants, and other professionals to implement plans
- Handle guardianship and elder law matters, including Medicaid planning and applications
- Maintain ongoing client relationships and provide exceptional service
Key requirements- Juris Doctor (J.D.) from an accredited law school
- Admission to the New York State Bar (or eligibility for admission)
- 3+ years of experience in trust and estate planning and administration
- Strong knowledge of estate, gift, and fiduciary income tax law
- Excellent drafting, analytical, and communication skills
- Ability to manage multiple matters and deadlines in a fast-paced environment
- Strong interpersonal skills and a client-focused mindset
- client-focused mindset
- excellent communication
- strong interpersonal skills
- estate planning
- trusts
- probate
