Trust & Estates Attorney

Tom Trese; Melville (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Job summary

A well-established law firm is seeking an experienced Trust & Estates Attorney to join their team in Melville, NY. The ideal candidate will possess a Juris Doctor degree and be admitted to the New York State Bar, with at least 3 years of experience in trust and estate planning. Responsibilities include advising clients on estate planning, administering trusts and estates, and drafting complex documents. This full-time position offers competitive compensation and a comprehensive benefits package.

Qualifications

• 3+ years of experience in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.
• Ability to manage multiple matters and deadlines.

Responsibilities

• Advise clients on all aspects of estate planning.
• Administer trusts and estates, including probate proceedings.
• Draft and review complex estate planning documents.

Skills

Estate planning

Trust administration

Elder law

Tax planning

Analytical skills

Communication skills

Interpersonal skills

Education

Juris Doctor (J.D.) degree

Admission to the New York State Bar

Job description

Overview

Our client is a well-established law firm seeking an experienced Trust & Estates 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