Estate Administration Attorney

Accounting Search; 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

Descripción de la vacante

Accounting Search is recruiting for a well-established law firm in New York seeking an experienced Trust & Estates Administration Attorney. The role emphasizes estate planning, trust administration, elder law, and related tax matters, with an in-office, collaborative team environment and long-term client relationships.

The candidate should hold a J.D., be admitted to the New York State Bar (or eligible), and have 3+ years of experience in trust and estate planning and administration, with

Formación

• JD required from an accredited law school.
• Admission to New York State Bar (or eligibility) required.
• 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 all aspects of 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 and Surrogate’s Court filings.
• 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

Elder law

Client communication

Legal drafting

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