Trusts & Estates Attorney — Collaborative, In-Office

Key People; Melville (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Health insurance

Retirement plan

Paid time off

Job summary

Key People is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their in-office team in New York. The role focuses on estate planning, trust administration, and related tax matters, with a collaborative environment and long-term client relationships.

You will advise on wills, trusts, powers of attorney, probate, and elder law issues, coordinate with financial advisors, and handle Medicaid planning.

Qualifications

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

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

Skills

Estate planning

Trust administration

Tax law

Drafting skills

Education

Juris Doctor (J.D.)

Job description

Key People is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their in-office team in New York. The role focuses on estate planning, trust administration, and related tax matters, with a collaborative environment and long-term client relationships.

You will advise on wills, trusts, powers of attorney, probate, and elder law issues, coordinate with financial advisors, and handle Medicaid planning.