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Sr. Trusts & Estates Associate
Sr. Trusts & Estates AssociateFawkes IDM • New Haven, CT, US
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Sr. Trusts & Estates Associate

Sr. Trusts & Estates Associate

Fawkes IDM • New Haven, CT, US
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  • Advise to fiduciaries the design and implementation of new plans, as well as the modernization and consolidation of older trusts.
  • Assist in complying with the complex rules surrounding investments, accounting, taxes and compliance.
  • Seeking a dynamic, self-starting estate and trust attorney with a vision, initiative and demonstrated commitment to guiding clients through wealth transitions with estate planning that is clear, creative and enduring.
  • Highly skilled in foundational (revocable) estate planning for clients and immediately able to expertly handle this planning from start to finish including the initial interview, plan design and drafting, review and discussion with the client, execution, and follow up
  • Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries

    • Requirements

    • Strong academic credentials (JD required; LLM is a plus)
    • 5+ years' experience practicing in a law firm's Trusts & Estates / Private Client group
    • Connecticut Bar membership
    • 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
    • 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 a plus
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    Trust Associate • New Haven, CT, US

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