What are the responsibilities and job description for the Estate and Trust Attorney position at SourcePro Search?
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).
What You’ll Do:
· 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.
What You’ll Bring:
· 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.
Additional Information:
· Family-oriented firm.
This is a full-time, in-office position. Solid work-life balance with no billable hours (flat fee basis).
What You’ll Do:
· 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.
What You’ll Bring:
· 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.
Additional Information:
· Family-oriented firm.