Trusts And Estates Litigation Associate Attorney Job in Lake Success, NY Near Me - 371909 | BCGSearch.com

Trusts And Estates Litigation Associate Attorney

Type Full-Time

Location New York - Lake Success

Job ID XACR371909

Experience Level Midlevel Associate

Job Experience Min. 5 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Litigation - Trusts & EstatesProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2025-05-20 06:07:02

Job Title: Trusts And Estates Litigation Associate Attorney

Job Overview:
A respected law firm based in Lake Success, NY, is seeking an experienced Trusts & Estates Planning Associate to contribute to its well-established estate planning and elder law practice. This role offers an opportunity to advise a varied client base, including high-net-worth individuals and families with special planning needs. The position emphasizes strategy development, legal drafting, and direct client interaction, with support from seasoned partners in a collaborative environment focused on empathetic, personalized counsel.

Duties:

  • Draft and implement estate planning instruments, including wills, health care proxies, powers of attorney, and a variety of trusts

  • Develop and execute asset protection and Medicaid planning strategies

  • Counsel clients on legal and financial considerations for long-term care and incapacity planning

  • Guide trust funding and planning for individuals with special needs

  • Collaborate with colleagues on complex estate and tax planning matters

  • Participate in firm initiatives aimed at client education and relationship development

  • Engage in professional development and stay updated on changes in estate and elder law

  • Optional: Contribute a small existing client base or book of business

Requirements:

  • Minimum of 5 years of relevant experience in estate planning, elder law, and/or tax planning

  • Demonstrated knowledge of Medicaid eligibility, asset preservation, and trust administration

  • Strong written communication and drafting skills

  • Comfortable handling sensitive client matters with discretion and clarity

  • Experience or interest in alternative dispute resolution is considered a plus

  • Active license to practice law in the state of New York

Education:

  • Juris Doctor (J.D.) from an accredited law school

Certifications:

  • Admission to the New York State Bar (required)

Skills:

  • Technical drafting proficiency in estate and elder law documents

  • Client-first mindset with empathetic communication skills

  • Ability to manage multiple priorities with precision and discretion

  • Competency in Medicaid planning and special needs trust structuring

  • Collaborative team orientation with a proactive approach to legal problem-solving

Job Location:

  • Lake Success, NY

Benefits:

  • Comprehensive health coverage, including medical and dental plans

  • 401(k) retirement savings plan with firm participation

  • Opportunities for mentorship and advancement within a supportive team

  • Access to ongoing legal education and professional development resources

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.