Retail Options · 5 days ago
Elder Care & Estate Planning Attorney
Melville, NY
Full-time
Onsite
Mid Level
$135K/yr - $150K/yr
3+ years expRetail Options is a well-established law firm seeking an experienced Elder Care & Estate Planning Attorney to join their team. The role involves advising clients on estate planning, trust administration, and elder law matters while maintaining long-term client relationships.
Crowdfunding
Responsibilities
Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
Counsel client’s wealth transfer strategies, charitable giving, and tax planning
Administer trusts and estates, including probate proceedings, Surrogate’s Court filings, and related litigation when necessary
Draft, review, & interpret complex estate planning documents and trust agreements
Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans
Handle guardianship and elder law matters (Medicaid planning and applications)
Maintain ongoing client relationships and provide exceptional client service
Qualification
Required
Juris Doctor (J.D.) degree from an accredited law school
Admission to the New York State Bar (or eligibility for admission)
3+ years of experience practicing in trust and estate planning and administration
Strong knowledge of estate, gift, and fiduciary income tax law
Excellent drafting, analytical, and communication skills
Ability to manage multiple matters and deadlines in a fast-paced environment
Strong interpersonal skills and a client-focused mindset
Benefits
Health insurance
Retirement plan
Paid time off
Professional development and continuing legal education opportunities
Company
Retail Options
Retail Options is in the business of finding and funding new entrepreneurial ideas.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Gary Thompson
President/CEO
Company data provided by crunchbase