Trust & Estates Attorney

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.

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

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