Description

Description:

Fortuna is a New York-based platform helping families navigate long-term care planning. We are seeking a New York-licensed attorney to join us in an Of Counsel capacity as we expand our presence across New York State.

This is a flexible, independent arrangement designed to complement your existing practice. You will maintain full ownership of the attorney-client relationship and all legal advice rendered, while Fortuna supports the broader client journey.

Responsibilities

• Serve as supervising attorney for Medicaid planning engagements
  Advise clients on strategies to achieve Medicaid eligibility
  Draft and execute legal instruments including Medicaid Asset Protection Trusts, pooled income trusts, powers of attorney and related documents
  Advise on spousal planning, spend-down strategies and exempt asset transfers
  Stay current on New York Medicaid regulatory changes including evolving lookback rules
  Maintain compliance with all NY Rules of Professional Conduct

Requirements

Requirements:

• Active New York State Bar membership in good standing
• Working knowledge of New York Medicaid eligibility rules or desire to learn
• Comfortable working within a technology-enabled client workflow
• Strong client communication skills

Preferred:

• Dedicated elder law or Medicaid planning practice
• Experience with Community Medicaid and Chronic/Institutional Medicaid programs
• Familiarity with NY's evolving lookback rules for community-based long-term care
• NAELA membership or CELA certification