Melville, NY (opens in new tab) Posted 21 hours ago Our client, a prestigious law firm, is seeking a skilled professional with expertise in trust and estate management to become an integral part of their team. The successful candidate will possess extensive knowledge in estate planning, trust management, elder law, and associated tax regulations. This in-office position provides a unique chance to collaborate with a dedicated team, form lasting client connections, and influence strategic estate planning and administration.

Responsibilities include:

• Providing strategic guidance to clients on estate planning matters, including drafting wills, trusts, powers of attorney, and advance directives.
• Advising on wealth distribution strategies, tax-efficient charitable contributions, and financial planning.
• Handling the administration of trusts and estates, from probate procedures to Surrogate's Court submissions, and engaging in litigation as needed.
• Creating and interpreting intricate estate planning documents and trust agreements.
• Cooperating with financial advisors, accountants, and other experts to finalize estate plans.
• Managing guardianship issues and elder law matters, such as Medicaid planning.
• Cultivating and sustaining client relationships with a focus on exceptional service.

Qualifications:

• Juris Doctor degree from an accredited institution.
• Licensed to practice law within New York State or eligibility for admission.
• Minimum of three years of practice in trust and estate planning.
• Extensive understanding of estate, gift, and fiduciary income taxation.
• Proficient drafting, analysis, and communication capabilities.
• Competence in handling multiple projects and adhering to tight deadlines.
• Superior interpersonal skills coupled with a strong client-oriented approach. The firm offers a competitive salary dependent on experience, alongside an attractive benefits package, which includes health coverage, a retirement plan, and paid leave. Opportunities for professional growth and further legal education are available. Back to Jobs First Name
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file size:

100 MB.