Estate Administration Attorney

CareerNerds, LLC; Melville (NY); Sur place; USD 125 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Résumé du poste

CareerNerds, LLC's client, a well-established New York law firm, seeks an experienced Trust & Estates Administration Attorney to join their collaborative team. The role focuses on estate planning, trust and estate administration, elder law, and related tax matters, with a desk in-office.

You will advise on wills, trusts, powers of attorney, probate filings, and complex trust documents, while coordinating with financial professionals to implement comprehensive estate plans and maintain client

Qualifications

• J.D. from an accredited law school.
• Admitted to NY State Bar (or eligible).
• 3+ years 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.

Responsabilités

• 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.

Connaissances

Estate planning

Trust administration

Elder law

Tax planning

Drafting

Client relations

Formation

Juris Doctor (J.D.)

New York State Bar admission

Description du poste

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