Experience
3 yrs required
Location
Riverhead, NY, United States
Posted on
Dec 03, 2022
Profile
Estate Planning Attorney
The candidate must have ability to provide legal counsel on estate & gift tax, Medicaid planning, & business succession, Must be personable and maintain significant client communication, Ability to coordinate and communicate with accountants and financial advisors, Preparation and review of probate and administration documents, Preparation and review of Gift and Estate Tax Returns Preparation and review of Wills, Revocable & Irrevocable Trusts, Review of deeds and accompanying transfer documents, Supervision of estate planning document execution, Knowledge of Medicaid gift and note planning, Review of Medicaid applications for submission, Proven success working in a high volume environment, Ability to produce quality work efficiently and accurately, Strong attention to detail, accuracy, and consistent follow-through, Ability to work independently and as part of a team, Excellent interpersonal, written and verbal communication skills, Empathetic and compassionate toward our clients in difficult times, Proficiency with Microsoft Word and Excel required. Proficiency in Adobe professional helpful., 3-5 years law firm estate administration or planning experience required, Working knowledge of One Source/Thompson Reuters Fiduciary Accounting & Estate Tax software helpful
Company info
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