Estate Administration Attorney

Clear Concepts, Inc.; Melville (NY); Presencial; USD 125.000 - 150.000; Jornada completa

Descripción de la vacante

Clear Concepts, Inc. is seeking an experienced Trust & Estates Administration Attorney to join its team in New York.

The role focuses on estate planning, trust administration, and allied tax matters, with a strong emphasis on client relationships and collaborative work. The ideal candidate will handle wills, trusts, powers of attorney, and related documents, while advising on wealth transfer strategies and probate matters.

Formación

• J.D. from an accredited law school.
• Admission to the New York State Bar (or eligibility).
• 3+ years of trust and estate planning and administration experience.
• 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.

Responsabilidades

• 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, 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.

Conocimientos

Estate planning

Trust administration

Legal drafting

Client communication

Educación

J.D. (Juris Doctor)

Descripción del empleo

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