Elder Law Attorney (Estate Planning & Medicaid Planning)

Nacba; Hauppauge (NY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

NACBA's Estates Department seeks an experienced elder law attorney to advise clients on Medicaid planning and crisis planning, and to prepare wills, trusts, healthcare proxies, and powers of attorney. This client advisory role involves direct client meetings and estate planning documentation, with no litigation or billable hour requirements.

The ideal candidate has 5+ years in elder law and estate planning, a valid NY Bar license, and the ability to work onsite in Hauppauge.

Qualifications

• Minimum 5 years of experience in Elder Law and Estate Planning.
• Proven experience with Medicaid planning and crisis planning.
• Strong knowledge of Medicaid eligibility rules and crisis planning strategies.
• Strong knowledge of New York estate planning laws.
• Experience drafting wills, trusts, powers of attorney, healthcare proxies.

Responsibilities

• Advise clients on Medicaid eligibility and asset protection strategies.
• Develop and implement pre-planning and crisis planning solutions.
• Oversee Medicaid applications and appeals.
• Counsel clients regarding long term care, nursing home placement, and community Medicaid programs.
• Oversee all estate planning documents.
• Work closely with families navigating urgent healthcare and financial challenges.
• Maintain strong relationships with clients and referral sources.

Skills

Elder Law

Estate Planning

Medicaid Planning

Client Counseling

Education

J.D. degree

Job description

Join the firm's Estates Department to advise clients on elder law and estate planning matters,with a strong emphasis on Medicaid planning and crisis planning. Meet directly with clients toprepare wills, trusts, healthcare proxies, powers of attorney, Medicaid plans, and other estateplanning documents. The role supports both LegalShield members receiving estate planningbenefits and private clients requiring more sophisticated estate planning services. This is aclient advisory role with no litigation, court appearances, or billable hour requirements.

Key Responsibilities:

• Advise clients on Medicaid eligibility and asset protection strategies
• Develop and implement pre-planning and crisis planning solutions
• Oversee Medicaid applications and appeals
• Counsel clients regarding long term care, nursing home placement, and community Medicaid programs
• Oversee all estate planning documents
• Work closely with families navigating urgent healthcare and financial challenges
• Maintain strong relationships with clients and referral sources

Job Requirements:

• Minimum 5 years of experience practicing Elder Law and Estate Planning.
• Demonstrated experience with Medicaid planning and crisis planning.
• Strong knowledge of Medicaid eligibility rules and crisis planning strategies
• Strong knowledge of New York estate planning laws.
• Experience drafting wills, trusts, powers of attorney, healthcare proxies, and related estateplanning documents.
• Ability to independently manage client consultations and provide legal guidance.
• Active New York Bar license in good standing.
• Must be able to work 100% onsite in Hauppauge, Long Island, NY.
• Excellent communication, client service, and orgainizational skills

Candidate Qualities:

• Strong interpersonal and client relationship skills.
• Professional, compassionate, and comfortable working with elderly clients and families.
• Team-oriented while capable of handling matters independently.
• Detail-oriented with excellent legal drafting abilities.
• Sound judgment, organization, and professionalism.
• Long-term mindset and commitment to the firm's collaborative culture.

Schedule:

9:00 am - 5:00 pm EST Monday to Friday

Notes: Client interviews will be in person only at the Hauppauge office. POC Client willcoordinate scheduling with the Head of the Estates Department, who will conduct theinterviews and make the hiring decision. This role is ONSITE only at their Hauppauge, NY office.