Elder Law and Estate Planning Specialist

3 weeks ago


Melville, New York, United States Trandon Associates, Inc Full time
Job Overview

Trandon Associates, Inc is seeking a highly skilled Corporate and Trust Litigation Counselor to join our team as an Elder Law and Estate Planning Specialist.

The ideal candidate will have extensive experience in estate, corporate and tax planning for high net worth individuals and families.

Earn an estimated $180,000 - $250,000 per year, depending on experience and qualifications.

Key Responsibilities:

  • Drafting estate plan documents such as Wills, Grantor Trusts, revocable and irrevocable trusts, QPRTs, CRUTs/CRATs, and ILITS
  • Handling all facets of estate administration including preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate distribution, will contests, accountings and miscellaneous proceedings
  • Meeting and interviewing clients for estate plans and supervising will executions
  • Advising and assisting trustees, trust and estate beneficiaries and personal representatives in probate administration, trust administration and disputes in connections with estate and trust administration
  • Researching complex estate and gift tax issues

Requirements:

  • 5+ years experience in estate, corporate and tax planning for high net worth individuals and families
  • Experience with client acquisition and management and can manage all aspects of estate administration from probate through estate administration and if necessary estate litigation
  • Estate Planning expertise must include drafting all estate planning documents (Wills, Trusts, Power of Attorney, Healthcare Proxy, Living Wills) corporate and succession planning documents including LLCs
  • Bilingual Spanish a plus


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