Estate Administration Attorney

Workforce Recruiter; Melville (NY); Presencial; USD 125.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plan

Paid time off

Professional development

Competitive salary

Descripción de la vacante

Unknown Law Firm in New York is seeking an experienced Trust & Estates Administration Attorney to join a collaborative team and build long-term client relationships. This full-time, in-office role focuses on estate planning, trust administration, and elder law with related tax considerations.

The ideal candidate will handle wills, trusts, powers of attorney, probate, and fiduciary tax matters while coordinating with advisors to implement comprehensive plans.

Formación

• J.D. from an accredited law school and NY Bar admission or eligibility.
• 3+ years of experience in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.

Responsabilidades

• Advise clients on estate planning, wills, trusts, powers of attorney, and directives.
• Counsel on wealth transfer, charitable giving, and tax planning strategies.
• Administer trusts and estates, probate, Surrogate's Court filings, and related matters.
• Draft, review, and interpret complex estate planning documents and trust agreements.
• Coordinate with financial professionals to implement comprehensive plans.
• Handle guardianship and elder law matters, including Medicaid planning.
• Maintain ongoing client relationships and provide excellent service.

Conocimientos

Estate planning

Trust administration

Estate administration

Elder law

Tax planning

Client service

Drafting & review

Communication

Educación

Juris Doctor (J.D.)

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