Trust And Estate Planning Attorney

Job Title: Trust And Estate Planning Attorney

Job Location:
Riverhead, NY

Job Overview:
A law firm located in Riverhead, NY, is looking for a highly skilled and dedicated Estate Planning Attorney to join their team. The firm specializes in providing comprehensive estate planning services, helping clients design and implement effective strategies for asset distribution, wills, trusts, and powers of attorney. This role requires someone with strong negotiation, and organizational skills, and the ability to manage complex estate matters with great responsibility and attention to detail. The ideal candidate will have substantial experience in estate planning and a client-focused approach to deliver exceptional legal services.

Duties:

• Collaborate with clients to create customized estate plans that align with their personal goals and financial circumstances.
• Draft essential documents including wills, trusts, and powers of attorney.
• Advise clients on a range of estate planning strategies, explaining the advantages and disadvantages of each in clear, understandable terms.
• Serve as the primary point of contact for clients throughout the estate planning process, ensuring client satisfaction and fostering long-term relationships.
• Mentor junior team members and promote their professional development.
• Contribute to the success of the team and firm, occasionally assisting in areas beyond immediate job responsibilities.
• Maintain a positive office culture by minimizing conflict and promoting teamwork.
• Engage in business development efforts to increase the firm’s visibility within Suffolk and Nassau Counties.

Requirements:

• Proven experience in estate planning, trust and estate administration, and elder law.
• Strong communication skills, especially in handling sensitive or emotionally charged situations.
• Minimum of 5-10 years of experience in estate planning.
• Knowledge of New York State estate, gift, and income tax laws, as well as federal estate tax laws.
• Experience with complex trust structures and drafting estate planning documents.
• Familiarity with Surrogate’s Court procedures and probate administration.
• Ability to oversee Medicaid eligibility strategies and asset protection planning.
• Proficiency in legal practice management software (e.g., Clio, WealthCounsel, Lawmatics).
• Strong problem-solving and analytical skills, with a keen eye for detail.

Education:

• Juris Doctor (J.D.) degree.
• Admission to the New York State Bar is required.
• LL.M. in Taxation or Estate Planning is a plus but not required.

Certifications:

• New York State Bar membership is required.

Skills:

• Expertise in drafting estate planning documents such as wills, trusts, and powers of attorney.
• Knowledge of Medicaid eligibility and asset protection planning.
• Ability to effectively communicate complex legal concepts to clients.
• Strong organizational and multitasking abilities.
• Ability to work independently and as part of a team.
• Excellent negotiation and client management skills.

Job Location:
Riverhead, NY