FINITETEK INC · 21 hours ago
Estate Planning & Elder Law Associate Attorney
Watchung, NJ
Full-time
Onsite
Senior Level
$75K/yr - $125K/yr
5+ years expFINITETEK INC is seeking experienced associate attorneys with a minimum of five years in estate planning and elder law. The role involves drafting legal documents, managing estate and trust administration, advising on Medicaid applications, and engaging in litigation related to estate and elder law.
Staffing & Recruiting
Hiring Manager
Lilly Noel
Responsibilities
Support the managing partner with drafting planning instruments including Wills, Trusts, Powers of Attorney, Health Care Directives, beneficiary designations, and 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, 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
The associate attorney position is a full-time in-office position. Associates perform a wide variety of functions and supervise paralegals to support the firm's Estate & Elder Law practice. The position requires competent third-party contact, passionate advocacy, problem-solving, empathetic client contact, document, correspondence and pleading drafting, legal research and writing, accurate billable hour tracking and capability of explaining to the client the firm's engagement process and fee schedule. Interpersonal skills are required to develop a long-term client relationship and referrals. Attend CLE as required and to strengthen knowledge in the practice areas to offer innovative solutions to client issues; networking events; county bar association events and involvement
Qualification
Required
Minimum of five (5) years of estate planning and/or elder care background
Direct experience in estate planning, estate administration, guardianship, litigation, Medicaid applications, crisis management, and other related matters
J.D. Degree
Excellent communications 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
Two or more years of relevant work experience in estate and elder law practice
Additional licensure or education, such as LLM, MBA, or CPA
Company
FINITETEK INC
At FINITETEK INC, we’re more than a staffing and recruiting firm—we’re a trusted partner connecting exceptional talent with transformative opportunities.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase