Trusts amp Estates Planning Associate Attorney

Profile

Job Overview:
A law firm in Lake Success, NY, is seeking a Trusts & Estates Planning Associate Attorney to support and expand its estate planning and elder law practice. The role involves client counseling, drafting, and implementing estate planning strategies for a diverse clientele, including high-net-worth individuals and families with special needs. This opportunity is ideal for an attorney with a strong foundation in estate planning who is eager to gain greater responsibility and client contact, working closely with experienced partners who combine technical skill with compassion.

Location:

• Lake Success, NY

Duties:

• Draft and implement estate planning strategies for high-net-worth individuals, families with special needs, and other clients.

• Prepare wills, powers of attorney, health care proxies, trusts, and other related documents.

• Assist clients with Medicaid applications and asset protection strategies.

• Counsel clients on estate and tax planning, asset preservation, and elder law matters.

• Provide guidance on trust funding and planning for individuals with special needs.

• Collaborate with partners and senior attorneys on complex legal matters.

Requirements:

• J.D. from an accredited law school.

• Licensed to practice law in New York.

• 5+ years of experience in estate and tax planning, asset preservation, and/or elder law.

• Strong knowledge of Medicaid eligibility, trust funding, and planning for individuals with special needs.

• Excellent writing and interpersonal skills.

• Ability to approach legal planning with empathy, clarity, and client-focused solutions.

• Interest or experience in alternative dispute resolution is a plus.

• A small book of business is welcomed but not required.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• New York State Bar License (Required).

Skills:

• Expertise in estate planning, elder law, and tax planning.

• Strong legal drafting and document preparation skills.

• Exceptional written and verbal communication skills.

• Ability to provide clear and compassionate client counseling.

• Ability to work independently and collaboratively with a team.

Benefits:

• Medical, dental, and 401(k) benefits.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306