Trust and Estates Attorney

Job Description

Job Description

About us:

The DeAngelus Group, PLLC is a well-established, mid-size law firm with locations in Clifton Park and Schenectady, NY, and Bonita Springs, FL. Our primary practice groups offer legal services in real estate transactions; estate planning and administration; business formation and advisory services. Our Trusts and Estates practice is known for its compassionate and personal approach, helping families and individuals through difficult situations with confidence. We are seeking a skilled, and motived attorney to join our team and contribute to our mission.

Job Summary:

We are seeking a hard-working and motivated attorney to handle a wide range of trusts, estate and elder law matters. The successful candidate will work closely with clients to draft wills, trusts and other estate planning documents; oversee the administration of probate and trust administration; and provide counsel on elder law issues such as Medicaid, guardianship, and long-term care options. This role requires a deep understanding of New York State and federal laws, and a commitment to advocating for the client’s best interest in a compassionate way.

Key Responsibilities:

• Draft, review and finalize estate planning documents, including wills, trusts, powers of attorney and healthcare proxies.
• Provide legal advice and oversee probate and trust administration, including preparing court filings, inventories and accountings. Court appearances as needed.
• Assist clients with elder law matters, including Medicaid eligibility, asset protection, and guardianship proceedings.
• Conduct client consultations to assess needs and develop personalized legal strategies.
• Stay current on relevant NYS and federal laws, regulations, and case law, including tax laws and tax-related planning techniques.
• Collaborate with paralegals and other attorneys to ensure seamless case management.
• Represent clients in court or administrative proceedings as needed.

Basic Qualifications:

• Juris Doctor (JD) degree from an accredited law school.
• Active license, in good standing, to practice law in New York State.
• Minimum of 3-5 years of experience in trusts and estates and elder law. That said, we are willing to train the right candidate who has less experience.
• Excellent drafting, negotiation and communication skills.
• Compassionate and client-centered approach to legal practice. Commitment to a positive client experience.
• Ability to manage a diverse caseload with attention to detail and deadlines.
• Experience with estate tax planning matters is a plus.

Why Join Us?

• Competitive Salary commensurate with experience, and benefits, including health insurance, 401(k) and paid time off.
• Supportive, collaborative environment driven by a desire to provide a positive client experience.
• Opportunities for professional growth and continuing legal education.