Jobs · Consulting · New York

Trusts & Estates Planning Associate Attorney

Abrams Fensterman, LLP · Lake Success, NY · 3 wk ago
On-siteConsulting$125k/yrFull-time

About the role

The firm is seeking to expand its Trusts & Estates Department by adding a talented Trusts & Estates Planning Associate Attorney to their team.

Responsibilities

  • Advising individuals and families on estate planning strategies
  • Drafting sophisticated estate planning documents
  • Assisting clients with wealth preservation and succession planning objectives
  • Preparing and reviewing wills, revocable and irrevocable trusts, powers of attorney, health care proxies, living wills, and related estate planning documents
  • Providing practical, strategic guidance tailored to each client's personal, family, and financial goals
  • Assisting with probate and administration proceedings in Surrogate's Court

Requirements

  • Juris Doctor degree (J.D.) from an accredited law school
  • Licensed to practice law in New York State
  • Preferably 4+ years of experience in trusts and estates planning, estate administration, elder law, or a related practice area
  • Experience drafting sophisticated estate planning documents and advising clients on estate planning strategies
  • Familiarity with Surrogate's Court procedures and probate and administration proceedings
  • Proficiency with Microsoft Office
  • Demonstrated ability to effectively prioritize and manage competing deadlines
  • Comfortable working with clients, financial professionals, and colleagues in a fast-paced environment

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