Estate Planning Attorney

Profile

A law firm in Rochester, NY is seeking an experienced Estate Planning Attorney to join their team. The ideal candidate should have a strong background in drafting wills, trusts, powers of attorney, advanced directives, and other related documents. Additionally, experience in one or more of the following practice areas is preferred: probate, guardianship, Medicaid planning, and special needs planning.

Duties:

• Draft wills, trusts, powers of attorney, advanced directives, and other estate planning documents.
• Provide legal advice and guidance to clients on estate planning matters.
• Assist clients with probate proceedings, guardianship matters, Medicaid planning, and special needs planning.
• Conduct legal research and stay updated on relevant laws and regulations.
• Communicate effectively with clients to understand their needs and goals.
• Manage caseload and prioritize tasks to meet deadlines.
• Collaborate with colleagues and other professionals, such as financial advisors and accountants, to provide comprehensive estate planning services.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar or eligibility for admission by waiver.
• 2+ years of experience practicing estate planning law.
• Strong drafting skills with attention to detail.
• Knowledge of relevant laws, regulations, and procedures.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite and legal research databases.

Preferred Certifications:

• Certification in estate planning or related field.
• Membership in relevant professional organizations.

Preferred Skills:

• Experience with estate planning software.
• Familiarity with Medicaid planning strategies and regulations.
• Ability to empathize with clients and address their concerns sensitively.
• Strong analytical and problem-solving abilities.
• Commitment to maintaining confidentiality and professionalism.
• Willingness to participate in continuing legal education to stay current on developments in estate planning law.

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