Description:
Job Overview:Established West Seneca, New York general practice law firm is seeking an experienced attorney to join our practice on a full-time basis.
Our firm is a general practice law office with a strong concentration in estate planning, estate administration, trusts, elder law and related matters. We are seeking an attorney with prior experience in these areas who is interested in joining an established and collegial practice.
This is an excellent opportunity for an attorney who enjoys working directly with clients, handling sophisticated estate planning and administration matters, and developing meaningful professional relationships with clients and their families.
Position Responsibilities:
- Meeting with clients to assess their estate planning needs and objectives
- Drafting and reviewing Last Wills and Testaments
- Drafting Powers of Attorney, Health Care Proxies and Living Wills
- Drafting and administering revocable and irrevocable trusts
- Advising clients regarding the disposition and transfer of assets
- Preparing and handling probate and estate administration proceedings
- Preparing petitions, accountings, decrees and other documents for New York Surrogate's Court
- Advising executors, administrators, trustees and other fiduciaries concerning their duties and responsibilities
- Communicating with beneficiaries, financial institutions, accountants, financial advisors and other professionals
- Preparing estate distributions, beneficiary releases and related documentation
- Addressing estate and trust tax issues in coordination with accountants and other tax professionals
- Handling Medicaid planning, special needs planning and other elder law matters, as appropriate
- Managing an individual caseload and bringing matters through to completion
- Developing and maintaining strong, professional relationships with clients and their families
Qualifications:
The ideal candidate will have:
- Admission to the New York State Bar
- Several years of substantive experience in estate planning and/or estate administration
- Familiarity with New York Surrogate's Court practice and procedure
- Strong legal research, writing and drafting skills
- Excellent organizational skills and attention to detail
- The ability to independently manage matters while working collaboratively with attorneys and support staff
- Excellent interpersonal and communication skills
- A strong commitment to providing responsive, thoughtful and personalized service to clients
