Estate Planning Attorney jobs in United States
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Cona Elder Law · 17 hours ago

Estate Planning Attorney

Cona Elder Law is a respected elder law firm dedicated to serving the legal and financial needs of older adults and their families. They are seeking a highly motivated and successful attorney to join their Estate Administration and Estate Planning Practice Groups, focusing on providing compassionate, high-quality legal services. The ideal candidate will have extensive experience in probate and estate planning, handling a large caseload, and interacting with clients.

ConsultingLaw EnforcementLegal
Hiring Manager
Courtney Grafstein, MS-HRM, SHRM-CP
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Responsibilities

Our ideal candidate has 5 plus years of experience in probate, estate and trust administration, formal and informal accounting, 17A guardianships, Surrogate Court appearances, etc
Experience with will contests and estate litigation a plus
Estate Planning experience must include drafting all estate planning documents (Wills, Trusts, Advance Directives) as well as tax planning for high-net-worth individuals, including the drafting of ILITs, SLATs, GRATs, QPRTs, etc
Experience with corporate succession planning and LLCs a plus
Excellent client-interaction skills and the ability to handle consultations, planning meetings, and the ability to oversee a large case load and paralegal staff a must
Experience with client acquisition and business development a plus
Portable business presents next–level professional growth opportunities
You will get an opportunity to learn and grow with a great firm
Attorneys “own” their positions and are 100% responsible for their own work and caseloads
You will have extensive client contact and opportunities to represent the firm outside of the office
You will have autonomy and independence while being part of a collaborative team

Qualification

Estate PlanningProbate AdministrationTax PlanningEstate LitigationCorporate Succession PlanningClient Interaction SkillsBusiness Development

Required

Minimum of 5 years of experience in probate, estate and trust administration, formal and informal accounting, 17A guardianships, Surrogate Court appearances, etc
Estate Planning experience must include drafting all estate planning documents (Wills, Trusts, Advance Directives)
Tax planning experience for high-net-worth individuals, including the drafting of ILITs, SLATs, GRATs, QPRTs, etc

Preferred

Experience with will contests and estate litigation a plus
Experience with corporate succession planning and LLCs a plus
Experience with client acquisition and business development a plus
Portable business presents next–level professional growth opportunities

Benefits

Health, dental, and vision insurance with employer contribution.
Retirement Plans including 401(k) plan with employer profit sharing.
Generous paid time off and holidays.
CLE costs, membership dues.
Opportunity to work in a supportive and collegial work environment.
Flexible schedules.
Work/life Integration.
State-of-the-art gym with complimentary membership.
Interior Pickle Ball and Basketball Courts with on-site locker rooms and showers.
Interior Golf Center with simulator and putting green.
On-site Restaurant & Dining Area on lower level with Foosball and Shuffleboard Tables.
In-office Zen Room, for relaxing quiet time.
Charitable events and opportunities for community involvement.
Social events fostering a positive, engaging work environment.
Superb Firm Culture, a collaborative work environment, company outings, kitchen snacks, fresh fruit, coffee.
Centrally located, modern office building, beautiful contemporary offices, ample parking, convenient headquarters in Melville, Long Island.

Company

Cona Elder Law

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Cona Elder Law is a law firm that provides legal services for elder law, estate planning, administration, litigation, and health care law.

Funding

Current Stage
Early Stage

Leadership Team

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Jennifer B. Cona
Founder and Managing Partner
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Company data provided by crunchbase