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Estate Planning Associate Attorney

2 months ago

Blacksburg, Virginia, United States Project Recruit Full time

Project Recruit is collaborating with a prominent legal firm that adopts a comprehensive approach, integrating financial services, commercial law, litigation, and corporate advisory. This firm is recognized for its expertise in complex legal matters.

They are on the lookout for driven professionals eager to contribute meaningfully, working alongside seasoned attorneys to pave their path toward partnership. The firm values work-life balance, offering a flexible schedule to accommodate personal commitments.

KEY RESPONSIBILITIES:

  • Assist Trust and Estate Partners and Of Counsel in estate administration and all Surrogate Court matters, including special needs planning;
  • Help draft probate and administration petitions and documents, guiding clients through Surrogate Court practices and proceedings;
  • Provide representation and legal counsel to clients regarding guardianship matters;
  • Possess a working knowledge of the department's estate tax and accounting system (FAS);
  • Ensure adherence to, and remain informed about, updates to state and federal laws and regulations, providing advice accordingly;
  • Offer legal insights, identify potential risks, propose solutions, and represent clients in Court for Estate Administration and Guardianship issues;
  • Respond promptly to client inquiries and collaborate with other attorneys within the firm.

REQUIREMENTS:

  • Must hold a Juris Doctor (JD) or equivalent law degree from an accredited institution and be licensed to practice law in New York;
  • 2-4 years of relevant experience, with Medicaid planning experience considered a plus;
  • Capability to manage complex projects with general oversight and minimal direction;
  • Strong organizational skills to prioritize tasks and manage workflow;
  • Demonstrated ability to juggle multiple projects and meet deadlines;
  • Exceptional written and verbal communication skills;
  • Meticulous attention to detail;
  • Able to collaborate effectively with all levels of management.