Trust and Estate Planning Associate

Profile

Job Overview

A law firm seeks a motivated Trust and Estate Planning Associate to join their dynamic legal team in New Haven, CT. This role offers the opportunity to work with high-net-worth clients and family offices, providing sophisticated estate planning and fiduciary services.

Duties

• Draft sophisticated estate planning documents and multi-generational trusts.
• Advise high-net-worth individuals, families, and fiduciaries on estate planning and wealth transfers.
• Educate clients on high-end planning strategies.
• Assist in the administration of complex trust and investment structures.
• Create tax-efficient structures for domestic and multinational clients.
• Redesign existing trust and investment structures to meet client goals.
• Assist in tax compliance, including review and preparation of tax returns.

Requirements

• Strong academic credentials (J.D. required; LL.M. is a plus).
• Minimum 3-5 years of experience in Trusts and Estates.
• Connecticut Bar admission (or eligibility to waive in) required.
• Strong drafting, writing, research, and communication skills.
• Domestic estate planning experience required.
• International planning, income tax, and/or estate administration experience a plus.
• Strong project management skills and ability to balance competing priorities.

Education

• Juris Doctor (J.D.) required.
• LL.M. is a plus.

Certifications

• Connecticut Bar admission (or eligibility to waive in).

Skills

• Strong drafting and writing skills.
• Excellent research and communication abilities.
• Project management and organizational skills.

Benefits

• Opportunity to work with a respected firm in estate planning and fiduciary services.
• Collaborative and client-focused work environment.
• Room for professional growth and development.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306