Elder Care & Estate Planning Attorney — Growth & Impact

Talent With Heart; 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 & CLE

Job summary

Talent With Heart, a well-established law firm in New York, seeks an experienced Elder Care & Estate Planning Attorney to join the team in-office. The role focuses on comprehensive estate planning, trusts, guardianship, and related tax matters, with a strong emphasis on client relationships.

The ideal candidate will handle wills, trusts, powers of attorney, probate filings, and Medicaid planning, collaborating with colleagues and professionals to deliver tailored solutions.

Qualifications

• 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.

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

Estate planning

Trust administration

Tax planning

Drafting

Communication

Client service

Education

Juris Doctor (J.D.)

Job description

Talent With Heart, a well-established law firm in New York, seeks an experienced Elder Care & Estate Planning Attorney to join the team in-office. The role focuses on comprehensive estate planning, trusts, guardianship, and related tax matters, with a strong emphasis on client relationships.

The ideal candidate will handle wills, trusts, powers of attorney, probate filings, and Medicaid planning, collaborating with colleagues and professionals to deliver tailored solutions.