Experienced Associate Attorney - Estate Planning & Elder Law jobs in United States
info-icon
This job has closed.
company-logo

Edwards Estate & Elder Law ยท 2 months ago

Experienced Associate Attorney - Estate Planning & Elder Law

Edwards Estate & Elder Law is a law firm specializing in estate and elder law with over 25 years of experience. They are seeking an experienced associate attorney to support clients in estate planning and elder care matters, providing legal advice and managing estate and trust administration.

Law Practice

Responsibilities

Support the legal team with drafting planning instruments including Wills, Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations, advise on tax and Medicaid implications and complex asset protection plans including family partnerships and irrevocable trusts; supervise signing ceremonies
Manage estate and trust administration matters to assist fiduciaries in the administration process, preparation and submission of fiduciary accounts, advise the client on beneficiary relations and asset management/distribution, advise on Estate and Inheritance Tax Returns, interact with financial institutions, and other professionals, and the Surrogate court
Advise on Medicaid spend-down and applications with the County Board of Social Services; defend Medicaid clients in fair hearings; advocate for elderly clients in institutional care settings or home care settings
Engage in litigation related to will and trust contests, guardianship/conservatorship and other issues related to estate and elder law

Qualification

Estate PlanningElder LawLegal ResearchCLIO SoftwareCommunication SkillsAttention to DetailOrganizational SkillsProblem-Solving

Required

J.D. Degree
Two or more years of relevant work experience, estate and elder law practice preferred
Excellent communication skills - both oral and written
Attention to detail, solid organizational skills, and ability to prioritize and delegate tasks
Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook and Excel) and the firm's case management system (CLIO)
Ability to anticipate the client's needs and the firm's needs to maintain the firm's reputation, competence and excellence

Preferred

Additional licensure or education, such as LLM, MBA, or CPA is desired but not required
Estate and elder law practice preferred

Benefits

Paid time off
Health insurance including medical, dental, life insurance, EAP, and HSA available after the introductory period of 90 days
Wellness benefits include an in-house Exercise Room and a Relaxation/Meditation Room
A private shower will be available to staff members who wish to exercise onsite

Company

Edwards Estate & Elder Law

twitter
company-logo
No Writing = No Rights With 24 years of experience, Edwards Estate & Elder Law is solely devoted to practicing estate and elder law.

Funding

Current Stage
Early Stage
Company data provided by crunchbase