Estate Administration Attorney

Joseph Michaels International; Melville (NY); Vor Ort; USD 125.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plan

Paid time off

Zusammenfassung

Joseph Michaels International is seeking an experienced Trust & Estates Administration Attorney to join our team in an in-office, full-time role in New York. The ideal candidate will handle estate planning, trust administration, elder law, and related tax matters, delivering thoughtful client service and building lasting relationships.

Responsibilities include advising on wills and trusts, probate filings, coordination with tax professionals, and safeguarding clients' wealth transfer strategies

Qualifikationen

• J.D. from an accredited law school.
• Admission to the New York State Bar or eligibility for admission.
• 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.

Aufgaben

• 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, 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.

Kenntnisse

Drafting

Analytical thinking

Communication skills

Time management

Client focus

Ausbildung

Juris Doctor (J.D.)

New York State Bar admission (or eligibility)

Jobbeschreibung

Our client is a well-established law firm seeking an experienced Trust & Estates Administration 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 (125K-150K)
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing legal education opportunities