Elder Law Attorney

Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP is located in Riverhead. Established in 1973, we are recognized by Martindale- Hubbell as a preeminent law firm. We have 30 attorneys and 36 staff (the Trusts & Estates Department has 17 total employees) working together to create a team atmosphere with low turnover. We are committed to helping families protect and transfer their hard-earned assets to loved ones through strategic representation and considerate service of our clients while maintaining a personal interest in the people and communities we serve. We strive for a healthy work-life balance.

Our Trusts & Estates Department is well established and focus’ on planning, administration, and elder law with matters ranging from routine to complex tax planning techniques; simple to contested probates and administrations, judicial accountings, estate tax return preparation, and funding of continuing trusts; as well as Medicaid planning including trusts, note planning, funding, and applications. Qualified applicant will be proficient in one or more of these areas.

Job Description:

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

Qualifications:

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
Organized
Dependable
Critical thinking and ability to prioritize
Professional, positive demeanor
Ability to work independently and as part of a team
Self directed and highly motivated
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

COVID Considerations:

Must wear mask unless at personal workstation
Must work in office (all offices and workstations socially distanced and appropriately shielded)
Extensive health & safety protocols are in place to protect our personnel, clients, and vendors

Benefits:

Paid time off (vacation and sick time)
Health Insurance premium contribution

Twomey Latham is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, sex, age, sexual orientation, gender identity, and/or expression, national origin, veteran status or disability in a relation to our recruiting, hiring, and promoting practices.