Experience
5 yrs required
Location
New Haven, CT, United States
Posted on
Nov 25, 2022
Profile
Trusts and Estates Associate (Mid / Senior-Level)
The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred. Should have strong drafting, writing, research, and communication skills. Should have experience drafting complex wills and trusts; experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies. Should have knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation. International experience is a plus. Should have the ability to work directly with clients to establish, develop and maintain long-term relationships. Should have strong project management, and ability to balance a large number of competing priorities.
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