Elder Care & Estate Planning Attorney — In-Office Growth

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

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.