Private Client Trusts amp Estates Associate Attorney

Profile

Job Overview

A law firm seeks a Private Client Trusts & Estates Associate Attorney for its Stamford, CT office. The ideal candidate will have a minimum of 4 years of experience in trusts and estates, with a focus on high net worth estate planning and administration. This role involves working with individuals and families on tax-efficient wealth transfer strategies.

Duties

• Manage estate planning and trust administration for high net worth clients.
• Advise on state and federal tax laws related to estates and trusts.
• Develop tax-efficient family wealth transfer strategies.
• Collaborate with clients on charitable giving and retirement asset planning.

Requirements

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

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Bar admission in Connecticut; additional admissions in NY, NJ, MA, FL, or RI are a plus.

Skills

• Proficiency in estate planning and trust administration.
• Knowledge of tax laws and wealth transfer strategies.
• Strong advocacy and client communication skills.

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