Senior Estate & Elder Law Attorney

Connectly Recruiting; Melville (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Job summary

Connectly Recruiting presents an Elder Care & Estate Planning Attorney opportunity in New York. The role emphasizes advising on wills, trusts, and tax planning within estate administration, requiring strong drafting and client-service skills.

This is a full-time, in-office position within a collaborative team environment. The ideal candidate will have a J.D., NY Bar admission (or eligibility), and at least 3+ years in trust and estate planning with a solid grasp of fiduciary tax laws.

Qualifications

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

Responsibilities

• 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 and Surrogate's Court filings; handle related litigation when necessary.
• Draft, review, and 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.

Skills

Estate planning

Trust administration

Client relationships

Legal drafting

Tax knowledge

Communication skills

Education

Juris Doctor (J.D.)

Job description

Connectly Recruiting presents an Elder Care & Estate Planning Attorney opportunity in New York. The role emphasizes advising on wills, trusts, and tax planning within estate administration, requiring strong drafting and client-service skills.

This is a full-time, in-office position within a collaborative team environment. The ideal candidate will have a J.D., NY Bar admission (or eligibility), and at least 3+ years in trust and estate planning with a solid grasp of fiduciary tax laws.