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Estate Administration Attorney

4 months ago


Melville, United States Project Recruit Full time

Project Recruit has partnered with a leading law firm concentrating on elder law, estate planning, estate administration, and health care law. The firm takes pride in its innovative strategies, creative techniques, and unparalleled legal skills to satisfy the needs of its clients and exceed expectations.

The firm takes its social responsibility seriously participating in many charitable programs including members of the firm during work hours. They also have a team-building day once a year this year is a scavenger hunt and then lunch


Additionally, the firm is women-owned with a strong progressive leadership presence.


RESPONSIBILITIES:

  • Experience in probate, estate and trust administration, formal and informal accountings, 17A guardianships, Surrogate Court appearances, etc
  • Experience with will contests and estate litigation a plus
  • Estate Planning experience must include drafting all estate planning documents (Wills, Trusts, Advance Directives) as well as tax planning for high net worth individuals, including the drafting of ILITs, SLATs, GRATs, QPRTs, etc


QUALIFICATIONS:

  • 5 plus years experience
  • Excellent client-interaction skills and the ability to handle consultations, planning meetings, and the ability to oversee a large caseload and paralegal staff a must
  • Experience with client acquisition and business development a plus
  • Experience with corporate succession planning and LLCs a plus