The Carlisle Group has been retained by a law firm that is part of a multi-disciplinary planning group to search for an Associate Attorney to add to their team. The law firm was established over 16 years ago and has senior partners with decades of experience. The firm specializes in law for both individuals and businesses. On the business law side, they specialize in entity formation, succession planning, contracts, tax advice, and commercial real estate. On the personal law side, they specialize in estate planning and administration, charitable planning, real estate, elder law, and special needs planning. There are two established locations that this person will support for business and personal law clients in New York. This law firm also has 2 offices in PA. We are looking for a professional who lives in the greater Binghamton, NY area.
Essential Duties & Responsibilities:
- Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate.
- Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning.
- Meet clients to understand their unique goals and assets.
- Be a trusted advisor to clients and build relationships.
- Grow the portfolio of clients.
- Deepen networks.
- Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations.
- Represent clients in court proceedings, hearings, and negotiations, as necessary.
- Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives.
- Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets.
- Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives.
- Advise clients on tax implications, asset protection strategies, and charitable giving options.
- Review and update existing estate plans as needed.
- Draft and revise legal documents with accuracy and attention to detail.
- Ensure all documents comply with applicable state and federal laws.
- Explain complex legal concepts to clients in a clear and understandable manner.
- Obtain client signatures and witness documents as required.
- Cultivate and promote relationships with key business partners and foster and promote a culture of compliance.
- Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies.
- Maintain accurate and organized case files, documentation, and correspondence.
- Build and maintain strong client relationships through responsive communication and exceptional service.
- Respond to phone calls, texts, and e-mails in a timely fashion.
- Follow and adhere to Company policies, procedures, and guidelines.
- Willing to learn about the industry and help us maintain and grow our marketplace position.
- Attend business meetings and training as required.
- Perform other administrative tasks and special projects as assigned.
Experience (required):
- Juris Doctor (J.D.) degree from an accredited law school.
- Admission to the New York State Bar and in good standing.
- NY license.
- 2+ years of experience as an associate attorney.
- Analytical, legal research, and writing skills.
- Understand the importance of creating rapport, developing trust, and becoming a holistic advisor for clients and their families.
- Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.
- Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams
- CRM software experience.
Experience (preferred):
- Understanding of estate and tax planning.
- Understanding of business planning.
- Understanding of elder law.
- Demonstrated the ability to lead and inspire a team to achieve operational excellence.
- Clio CRM experience.
“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”