Estate Planning Attorney

A law firm seeks an experienced Estate Planning Attorney to join its Latham, NY office. The ideal candidate will have at least three years of experience in estate and trust planning, as well as probate and trust administration. The firm values a collaborative, detail-oriented professional who thrives in a fast-paced environment.

Duties

• Oversee estate administration, including probate and trust processes.
• Develop and implement comprehensive estate and trust planning strategies tailored to client needs.
• Provide guidance and solutions for complex estate planning, elder law, and special needs cases.
• Collaborate with clients and colleagues to address tax planning and business succession concerns.
• Draft, review, and finalize estate planning documents such as wills, trusts, and powers of attorney.
• Stay updated on legal developments relevant to estate and trust law to ensure compliance and best practices.
• Contribute to a team-oriented environment while independently managing individual caseloads.

Requirements

• Minimum of three years of experience in trust and estate planning, as well as probate and trust administration.
• Proven ability to work effectively under pressure and meet deadlines.
• Strong analytical and critical-thinking skills.
• Exceptional communication skills, both written and verbal.
• Highly organized with attention to detail and accuracy.
• Proactive problem-solver who thrives in a dynamic legal environment.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Active admission to the New York State Bar (required).

Skills

• Expertise in drafting and administering estate planning documents.
• Familiarity with elder law and special needs planning.
• Knowledge of tax laws and their application to estate planning.
• Proficiency in legal research and document preparation tools.
• Strong interpersonal skills for client interactions and teamwork.

Benefits

• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with matching contributions.
• Life insurance coverage.
• Paid time off, including vacation, sick leave, and personal days.
• Opportunities for professional development and growth.

The firm has been around for nearly two decades and has two offices in New York. Practice areas include Estate Planning, Elder Law, Medicaid Planning, Estate & Trust Administration, Estate & Trust Litigation, Guardianship, Business Planning, Special Needs Planning, Tax Planning and Life Care Planning. Their mission is to empower clients to achieve their goals, protect their families and navigate through the complex problems encountered by each generation.