Job Details

Estate Planning Attorney

Company name

Organization Type

Law Firm

Job Type

Attorney

Valid Through

Jan 27, 2022

Posted on

Oct 14, 2021

Years of Experience

Min 3 yrs required

Location

Riverhead, NY, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate Planning Attorney
The candidate must have ability to provide legal counsel on estate & gift tax, Medicaid planning, & business succession, Must be personable and maintain significant client communication, Ability to coordinate and communicate with accountants and financial advisors, Preparation and review of probate and administration documents, Preparation and review of Gift and Estate Tax Returns Preparation and review of Wills, Revocable & Irrevocable Trusts, Review of deeds and accompanying transfer documents, Supervision of estate planning document execution, Knowledge of Medicaid gift and note planning, Review of Medicaid applications for submission, Proven success working in a high volume environment, Ability to produce quality work efficiently and accurately, Strong attention to detail, accuracy, and consistent follow-through, Ability to work independently and as part of a team, Excellent interpersonal, written and verbal communication skills, Empathetic and compassionate toward our clients in difficult times, Proficiency with Microsoft Word and Excel required. Proficiency in Adobe professional helpful., 3-5 years law firm estate administration or planning experience required, Working knowledge of One Source/Thompson Reuters Fiduciary Accounting & Estate Tax software helpful

Company info

Hiring Coordinator
Twomey, Latham, Shea, Kelley, Dubin & Quartararo LLP
33 West Second Street
P.O. Box 9398
Riverhead, NY 11901

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