What are the responsibilities and job description for the Experienced Estate Planning Professional Wanted position at Law Offices of Stefanie A. Sovak?
Job Responsibilities
As a senior attorney, you'll be responsible for:
- Leading client consultations to help potential clients understand their legal options and retain our services.
- Providing exceptional service and clear, compassionate guidance to our clients, drafting and reviewing estate planning documents (including wills, Medicaid Asset Protection Trusts, revocable trusts, special needs trusts, tax sheltering trusts, powers of attorney, and advanced directives).
- Overseeing legal document accuracy and mentoring junior attorneys in best practices, handling Medicaid and Special Needs Planning cases with a keen legal eye.
- Training and guiding junior attorneys and support staff, ensuring high standards across the firm, and proactively identifying legal risks and developing strategies to prevent costly litigation.
- Expanding our firm's impact by actively engaging in business development, serving on boards, and building key referral relationships.
What We're Looking For
- 6 years of experience in Estate Planning or Elder Law in New York.
- Juris Doctorate from an accredited law school and a current NY law license.
- LL.M. in a related field (preferred but not required).
- Deep understanding of tax law as it relates to estate planning.
- Strong decision-making, problem-solving, and communication skills.
