Elder Care & Estate Planning Attorney

Meritas Advisory Group, LLC; Melville (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development

Job summary

Meritas Advisory Group, LLC is seeking an experienced Elder Care & Estate Planning Attorney to join our team in New York. This full-time, in-office role offers the opportunity to work with a collaborative team and build long-term client relationships.

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues, with 3+ years of experience and NY Bar admission or eligibility.

Qualifications

• J.D. from an accredited law school.
• Admission to the New York State Bar (or eligibility).
• 3+ years in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.
• Excellent drafting, analytic, and communication skills.
• Ability to manage multiple matters and deadlines in a fast-paced environment.
• Strong interpersonal skills and client-focused mindset.

Responsibilities

• Advise clients on estate planning including wills, trusts, powers of attorney, and advance directives.
• Counsel on wealth transfer strategies, charitable giving, and tax planning.
• Administer trusts and estates, probate, Surrogate's 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 estate plans.
• Handle guardianship and elder law matters (Medicaid planning and applications).
• Maintain ongoing client relationships and provide exceptional service.

Skills

Estate planning

Trust administration

Tax law knowledge

Legal drafting

Communication

Client management

Education

Juris Doctor (J.D.)

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