Trusts and Estates Associate

Profile

Job Overview

A law firm seeks a Trusts and Estates Associate with 3 to 4 years of experience to join its expanding practice in West Hartford, CT. The ideal candidate will have experience in high net worth trust and estate planning and administration, with knowledge of state and federal tax laws. Experience in succession planning, lifetime giving, and tax-efficient family wealth transfer strategies is advantageous.

Duties

• Manage estate planning and trust administration for high net worth clients.
• Advise on state and federal tax implications for estates.
• Collaborate on succession planning and charitable giving strategies.
• Develop tax-efficient family wealth transfer plans.

Requirements

• 3-4 years of experience in estate planning and trust administration.
• Strong written and verbal communication skills.
• Excellent client service and technical skills.
• Team-oriented with a focus on collaboration.
• Connecticut bar admission in good standing, or willingness to become admitted.

Education

• Juris Doctor (JD) degree.

Certifications

• Connecticut bar admission.

Skills

• Proficiency in estate and income taxation issues.
• Knowledge of tax-efficient wealth transfer strategies.
• Experience with estate planning for retirement assets.

Benefits

• Hybrid work environment with remote work options.

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