OPEN  IN THESE LOCATIONS  ALSO - New York, NY   Boca Raton, Florida  Bar Admission 

Responsibilities:
 

• Consult with clients to understand their unique needs and objectives for estate planning.
• Draft wills, trusts, powers of attorney, and other legal documents in accordance with client instructions and applicable laws.
• Assist trustees and beneficiaries with the administration of trusts, including asset management and distribution.
• Guide clients through the probate process, from validating wills to resolving disputes among heirs or beneficiaries.
• Address legal issues affecting older adults, such as long-term care and Medicaid planning and guardianship proceedings.
• Represent clients in trust and estate litigation, including will contests and breach of fiduciary duty claims.
• Attend relevant events and conduct educational seminars for potential clients.
• Advise clients on a variety of tax law matters, including but not limited to tax planning, compliance, and controversy
• Conduct legal research and analysis to support clients' needs
• Represent clients in tax disputes and negotiations with government agencies
• Provide strategic guidance to clients on complex tax matters
• Manage client relationships and ensure client satisfaction
• Stay up-to-date on changes in tax law and regulations and provide timely updates to clients

Skills & Experience:

• New York, New Jersey, Florida  Bar Admission
• Juris Doctor from accredited law school
• LLM preferred in Taxation or Estate Planning
• 3-5 years’ experience in estate/trust law practice environment
• Exposure to Microsoft Now / LexisNexis / PerfectLaw or Westlaw software
• Strong written, oral communication & presentation skills.
• In-depth knowledge of federal and state tax laws and regulations