Estate Planning/Elder Law Attorney

A law firm in Worcester, MA, is seeking an Estate Planning/Elder Law Attorney with extensive experience and expertise in handling the estate planning and elder law domains. The ideal candidate will oversee the entire estate planning and trust/estate administration process, managing client relationships, drafting complex estate plans, and addressing various legal matters in compliance with Massachusetts laws.

Duties:

• Handle and oversee the estate planning and trust/estate administration process from initiation to conclusion.
• Conduct initial client intake meetings encompassing estate plans, Medicaid applications/eligibility, and postmortem estate/trust administration.
• Maintain ongoing communication and relationships with clients and other advisors involved in the planning/administration process.
• Draft intricate estate plans, including revocable, irrevocable, and testamentary trusts, as well as wills.
• Administer estates, including managing probate proceedings.
• Manage various types of trusts from inception to completion, such as spousal/marital trusts, special needs trusts, and irrevocable insurance trusts.
• Handle guardianship and conservatorship clients and associated legal proceedings.
• Develop Medicaid/MassHealth eligibility plans and complete MassHealth applications for long-term care and nursing home benefits.
• Navigate the relevant tax landscape, including income, estate, and gift tax matters.

Requirements:

• 5+ years of relevant practice experience in estate planning and elder law.
• License to practice law in Massachusetts.
• Excellent written and verbal communication skills.
• Strong attention to detail, including proficiency in drafting and proofreading legal documents.
• Comfortable supervising and delegating tasks to paralegals and administrative staff.
• Ability to work independently and with minimal supervision while also collaborating with staff members when necessary.
• Strong organizational skills and the ability to manage and complete multiple time-sensitive projects.

Education:

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

Certifications:

• Bar admission to practice law in Massachusetts.

Skills:

• Proficiency in estate planning, elder law, and trust/estate administration.
• Thorough understanding of Massachusetts estate planning and Medicaid laws.
• Knowledge of tax regulations, including income, estate, and gift taxes.
• Strong client relationship management skills.
• Legal document drafting and review expertise.

Job Location: Worcester, MA

Benefits:

• The firm offers benefits, including 401(k) with matching, dental insurance, health insurance, life insurance, and paid time off.