Elder Care & Estate Planning Attorney

KLA Industries; Melville (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Retirement plan

Paid time off

Continuing legal education

Job summary

KLA Industries in New York (Melville area) seeks an experienced Elder Care & Estate Planning Attorney to join the firm. The ideal candidate will focus on estate planning, trust administration, elder law, and related tax issues, handling a range of probate and Surrogate’s Court matters in a full-time, in-office capacity.

The role requires a JD, NY State Bar admission, and 3+ years in trust and estate work, plus strong drafting and client-service skills.

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar (or eligibility).
• 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.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, and advance directives.
• Counsel wealth transfer strategies, charitable giving, and tax planning.
• Administer trusts and estates, including probate proceedings and Surrogate’s Court filings.
• Draft, review, and interpret complex estate planning documents and trust agreements.
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans.
• Handle guardianship and elder law matters (Medicaid planning and applications).
• Maintain ongoing client relationships and provide exceptional client service.

Skills

Drafting

Analytical skills

Communication skills

Client relationship management

Education

Juris Doctor (J.D.)

New York State Bar admission

Job description

Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. This is a full-time, in-office position offering the opportunity to work with a collaborative team and build long-term client relationships.

Key Responsibilities:

• Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
• Counsel client’s wealth transfer strategies, charitable giving, and tax planning
• Administer trusts and estates, including probate proceedings, Surrogate’s Court filings, and related litigation when necessary.
• Draft, review, & interpret complex estate planning documents and trust agreements
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans
• Handle guardianship and elder law matters (Medicaid planning and applications)
• Maintain ongoing client relationships and provide exceptional client service

Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar (or eligibility for admission)
• 3+ years of experience practicing 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

Compensation & Benefits:

• Competitive salary commensurate with experience (135K-150K) + bonus
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing legal education opportunities