Trust and Estate Planning Associate

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.

If you practice tax law, this is the place for you. This boutique firm specializes in all areas of federal and state tax law, and they also practice corporate and commercial law. The firm has an impressive list of clients that includes major corporations and high-net worth individuals.