Private Client Trusts amp Estates Associate

Profile

Job Overview:
A leading law firm is seeking a Private Client Trusts & Estates Associate to join its expanding, nationally recognized team in Stamford, CT. The ideal candidate will have 4-6 years of experience in estate planning, estate administration, and trust administration. This role offers the opportunity to work with high-net-worth individuals and families on tax-efficient wealth transfer strategies, charitable giving, and estate and retirement asset planning. The firm offers a hybrid work schedule for better flexibility, allowing both in-office and remote work.

Location:
Stamford, CT

Duties:

• Advise clients on estate planning, estate administration, and trust administration.
• Develop and implement tax-efficient wealth transfer strategies, including business succession, asset protection, and charitable giving.
• Collaborate with other departments, such as corporate, real estate, and environmental law teams, to meet clients' broader needs.
• Assist clients in navigating relevant state and federal tax laws.
• Work with individuals, families, fiduciaries, and tax-exempt organizations on a range of estate and trust-related matters.
• Engage in estate and trust litigation as necessary, working with clients and fiduciaries to resolve complex disputes.

Requirements:

• 4-6 years of experience in estate planning and estate/trust administration.
• Strong technical, professional, and client service skills.
• Excellent verbal and written communication skills.
• Strong advocacy skills and ability to work independently as well as in a team-oriented environment.
• Connecticut bar admission in good standing or willingness to be admitted.
• New York, New Jersey, Massachusetts, Florida, or Rhode Island bar admission is a plus.

Education:

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

Certifications:

• Admission to the Connecticut Bar (or ability to become admitted).

Skills:

• In-depth knowledge of estate planning, estate/trust administration, and relevant tax laws.
• Ability to advise on complex estate planning and wealth transfer strategies.
• Excellent interpersonal skills with the ability to build strong client relationships.
• Ability to collaborate with other practice areas, including corporate and real estate.
• Strong research, writing, and analytical skills.

Benefits:

• Hybrid work schedule (in-office and remote flexibility).
• Competitive salary and performance-based bonuses.
• Comprehensive healthcare, dental, and vision insurance.
• Retirement savings plan with firm match.
• Generous paid time off (PTO) and paid holidays.
• Professional development opportunities and CLE credit programs.
• Diverse and inclusive work environment.
• Mentorship and career growth support.
• Participation in pro bono and community initiatives.

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