Estate and Trust Attorney

SourcePro SearchMineola, NY
Onsite

About The Position

SourcePro Search is conducting a search for an experienced attorney for a prominent law firm specializing in Elder Law and Estate Planning to join one of their offices in Nassau or Suffolk County, New York. This is a full-time, in-office position. Solid work-life balance with no billable hours (flat fee basis).

Requirements

  • Expertise in elder law, estate planning, and administration.
  • Profound knowledge of New York State Bar and Medicaid requirements.
  • Minimum of 2+ years of experience in the legal industry, with a focus on elder law and estate planning.
  • Juris Doctor (JD) degree from an accredited law school.
  • Extensive familiarity with Medicaid eligibility and application processes.
  • Proven track record in estate administration.
  • Exceptional negotiation and communication skills.
  • Ability to interpret complex laws and regulations.

Nice To Haves

  • Family-oriented firm.

Responsibilities

  • Provide expert legal counsel to clients, guiding them through estate planning complexities to safeguard and manage their assets.
  • Offer comprehensive legal advice in the areas of elder law, estate planning, and administration.
  • Draft and review legal documents, including wills, trusts, powers of attorney, healthcare directives, and other estate planning instruments.
  • Represent clients in probate and estate administration proceedings.
  • Interpret laws, rulings, and regulations pertinent to elder law and estate planning for individuals and businesses.
  • Assist clients in understanding and navigating Medicaid eligibility and application processes.
  • Collaborate with a team of attorneys and legal staff while managing individual caseloads.
  • Stay informed about the latest legal developments and changes in elder law, estate planning, and Medicaid rules.
  • Cultivate and maintain strong client relationships, delivering regular updates and exceptional customer service.

Benefits

  • Solid work-life balance
  • No billable hours (flat fee basis)
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