Trusts & Estates Attorney

Weiss Zarett Brofman Sonnenklar & Levy, P.C. is currently seeking a talented, experienced and entrepreneurial Trusts & Estates Attorney to join our team in New Hyde Park, New York (11042).

Who we are:

Well known boutique law firm with a concentration in healthcare law. The attorneys of Weiss Zarett Brofman Sonnenklar & Levy, P.C. assist members of the healthcare industry (including physicians, healthcare providers, and health-related businesses), and other types of small and medium-sized businesses, with a wide array of legal services. The family-friendly work culture at our Firm is an important benefit for the right candidate. www.weisszarett.com

What you’ll do:

You must be capable of excelling in a high-quality legal environment, exhibit the potential for meaningful business generation, and be motivated to become a long-term member of a close-knit legal team.

Responsibilities:

  • Preparation, review and analysis of wills, trusts and other estate planning documents.
  • All phases of will, trust and estate administration, including advising fiduciaries and beneficiaries regarding the estate/trust administration process, and marshalling, organizing and analyzing asset information.
  • Analysis of relevant federal and state estate, gift and transfer tax laws.
  • Coordinating the valuation, allocation and distribution of estate and trust assets.
  • Preparation of inventories, asset transfer documents, deeds, probate pleadings, fiduciary reports/accountings and disclaimers.
  • Coordination, supervision and administration of all requisite trusts and estates related litigation and proceedings.
  • Preparation of estate and gift tax returns.
  • Preparing and filing beneficiary designation forms for life insurance and retirement accounts.
  • Computing and disbursing beneficiary distributions, and executor and trustee commissions.
  • Repairing and recording deeds in local jurisdictions and preparation of all relevant real estate documents and filings.

Education and Experience:

At least 7 years of dedicated trusts and estates experience required.

Requisite Skills and Abilities:

  • Excellent judgment, client counseling, multi-tasking, and decision-making skills.
  • Demonstrated aptitude for business development, including a portable book of business.
  • Strong writing skills.
  • Be extremely organized and detail-oriented.
  • Have a positive attitude and be very reliable.
  • Excellent verbal and written communication skills.
  • Team player.
  • Entrepreneurial.

What we offer:

  • A high-quality, family-oriented, technologically advanced law firm platform with concentrations in healthcare law, litigation, bankruptcy, commercial and debtor/creditor transactions, and real estate. 
  • Competitive salary commensurate with experience.
  • Generous incentive compensation arrangements.
  • Comprehensive fringe benefits are available.
  • Positive work environment enabling a work/life balance.
  • A family-friendly work environment within a high-quality legal setting.
  • Paid holidays and PTO.
  • Healthcare benefits, 401K, short-term and long-term disability insurance available.

To Apply, Fill Out The Form Below:

  • Name * Required
  • Accepted file types: pdf, docx.
  • Accepted file types: pdf, docx.