Estate Administration Attorney

Top Echelon Software, LLC; Melville (NY); Presencial; USD 125.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plan

Paid time off

Descripción de la vacante

Top Echelon Software, LLC is assisting a well-established law firm in seeking an experienced Trust & Estates Administration Attorney. The ideal candidate will handle estate planning, trust administration, elder law, and related tax issues, with 3+ years of experience; JD and NY Bar required.

The role is full-time, in-office, with a collaborative team and long-term client relationships. Compensation ranges from 125k to 150k plus benefits.

Formación

• J.D. from an accredited law school.
• Admission to NY State Bar (or eligibility).
• 3+ years in trust and estate planning/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 client-focused mindset.

Responsabilidades

• Advise 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 and Surrogate's Court filings.
• Draft, review and interpret complex estate planning documents.
• Coordinate with financial advisors, accountants and other professionals to implement plans.
• Handle guardianship and elder law matters (Medicaid planning).
• Maintain ongoing client relationships and provide exceptional service.

Conocimientos

Estate planning

Trust administration

Tax planning

Drafting & documents

Client service

Communication

Multitasking

Educación

Juris Doctor (J.D.)

Herramientas

Law firm software

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