Elder Care & Estate Planning Attorney

Genie Matthews and Associates; Melville (NY); Presencial; USD 135.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Descripción de la vacante

Genie Matthews and Associates in New York (Melville area) seeks an experienced Elder Care & Estate Planning Attorney to join its established practice. The role focuses on estate planning, trust and estate administration, elder law, and related tax matters, with a team-oriented, in-office environment.

The ideal candidate is admitted to the New York State Bar, has JD, and at least 3 years in trust/estate planning and administration.

Formación

• J.D. 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.

Responsabilidades

• Advise clients on all aspects of estate planning, including 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.

Conocimientos

Estate planning

Trust administration

Elder law

Tax planning

Educación

Juris Doctor (J.D.)

New York Bar admission

Descripción del empleo

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