What are the responsibilities and job description for the Estate Planning Attorney position at Jobot?
A Bit About Us
Founded over two decades ago, our esteemed firm delivers customized legal solutions to individuals, families, business owners, and seniors, ensuring asset protection, wealth preservation, and strategic planning. With multiple offices across the state, we are dedicated to guiding clients through complex legal matters with innovative strategies and personalized service. Our areas of expertise include Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation, and Special Needs Planning.
Why join us?
- Competitive Compensation Up to $160K base salary (DOE) Bonuses
- 401(k) with Generous Match
- Comprehensive Benefits Medical, Dental, Vision, Life Insurance
- Generous PTO & Paid Holidays
Job Details:
- Draft and review wills, trusts, powers of attorney, and related estate planning documents.
- Provide comprehensive advice on estate planning strategies, tax implications, and asset preservation.
- Assist clients through the probate process, including petition filings, court representation, and trust and estate administration.
- Oversee estate and trust administration to ensure legal compliance and timely resolution.
- Communicate with clients clearly, explaining legal options and processes to assist them in making informed decisions.
- Offer strategic legal guidance on business formation, special needs planning, and asset protection.
- Collaborate with clients to design and implement customized estate planning solutions.
Looking For:
- Licensed to practice law in New York
- Juris Doctor (JD) from an accredited law school; an LLM in estate planning or tax law is strongly preferred, but not required
You Should Have Experience With Most of the Following:
- Trusts & estates (3 years of exp.), including estate planning, probate, and trust and estate administration
- Tax planning, strategy, asset protection, wealth protection, wealth transfer, business entites, filings (Plus)
- Experience with federal estate tax returns and federal gift tax returns (Plus)
- Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly
- Detail-oriented with a proactive approach to problem-solving and client service
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Salary : $100,000 - $160,000
