Elder Care & Estate Planning Attorney

Tom Trese; Melville (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Professional development opportunities

Job summary

A well‑established law firm in Melville is seeking an experienced Elder Care & Estate Planning Attorney to join their team. The candidate will provide comprehensive estate planning services, including drafting wills and trusts, counseling on tax strategies, and managing estate administrations. Required qualifications include a Juris Doctor degree, admission to the New York State Bar, and at least 3 years of relevant experience. The position offers a competitive salary along with a comprehensive benefits package.

Qualifications

• Minimum of 3 years of experience practicing in trust and estate planning and administration.
• Familiarity with estate, gift, and fiduciary income tax law.
• Ability to handle multiple matters and deadlines.

Responsibilities

• Advise clients on estate planning, including wills and trusts.
• Counsel clients on wealth transfer and charitable giving strategies.
• Administer trusts and estates, manage probate proceedings.
• Draft and review complex estate planning documents.
• Coordinate with financial advisors and professionals for estate plans.
• Handle guardianship and elder law matters.
• Maintain exceptional client service and relationships.

Skills

Estate planning

Trust administration

Elder law

Tax planning

Client relationship management

Analytical skills

Communication skills

Education

Juris Doctor (J.D.) degree

Admission to New York State Bar

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