Talent.com
Trusts & Estates Associate

Trusts & Estates Associate

Fawkes IDMNew Haven, CT, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description
  • 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
    serp_jobs.job_alerts.create_a_job

    Trust Estate Associate • New Haven, CT, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Mortgage Closing Assistant

    Mortgage Closing Assistant

    VirtualVocationsHartford, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a Mortgage Closing Assistant to coordinate loan file assignments and ensure timely mortgage closings. Key Responsibilities Assign loan files to Closers and Funders while m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Lease Administration Associate

    Lease Administration Associate

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lease Administration Associate to join their team.Key Responsibilities Abstract and interpret commercial lease documents and manage critical dates Conduct rent varianc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Trusts & Estates Attorney

    Trusts & Estates Attorney

    JobotDanbury, CT, US
    serp_jobs.job_card.full_time
    Established Firm - Hybrid Flexibility!.This Jobot Job is hosted by : Stanton Sikorski.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $12...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Trusts & Estates - Senior Associate (6+ Yrs Exp)

    Trusts & Estates - Senior Associate (6+ Yrs Exp)

    JobotHartford, CT, United States
    serp_jobs.job_card.full_time
    Opportunity to Inherit a Practice.This Jobot Job is hosted by : Scott Rundlett.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $190,000 - $250,000 pe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Director of Gift Planning

    Associate Director of Gift Planning

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate Director, Gift Planning.Key Responsibilities Create and execute donor engagement strategies for a portfolio of high affinity members and gift planning donors...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    SUBSTANCE USE COUNSELOR

    SUBSTANCE USE COUNSELOR

    Family Service League Inc.Riverhead, NY, US
    serp_jobs.job_card.full_time
    Established in 1926, Family Service League is a social services agency transforming lives and communities through mental health, addiction, housing, and essential human services with more than 60 s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Collections Agent

    Collections Agent

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a Collections Agent to manage and resolve early-stage delinquent accounts.Key Responsibilities Review and analyze delinquent accounts to determine the best course of acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Reverse Mortgage Originator

    Reverse Mortgage Originator

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a Reverse Mortgage Originator Development Program.Key Responsibilities Participate in a 12-month development program to launch a career in the reverse mortgage industry ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trusts & Estates Associate Attorney

    Trusts & Estates Associate Attorney

    JobotHartford, CT, US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Karyn Spies.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $125,000 - $175,000 per year.Our Client is a fo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Sr. Trusts & Estates Associate

    Sr. Trusts & Estates Associate

    Fawkes IDMNew Haven, CT, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    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, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Estate Planning Attorney

    Estate Planning Attorney

    Sheryll Law, PCRiverhead, NY, United States
    serp_jobs.job_card.full_time
    If you have experience in estate planning, you may be an excellent addition to our growing law firm.We are looking for a highly analytical candidate with good negotiation and organizing skills who ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Real Estate Closer

    Real Estate Closer

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a Closer responsible for managing the closing process for real estate transactions involving loan assumptions. Key Responsibilities Manage the closing process, ensuring co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Property Management Assistant

    Property Management Assistant

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a Property Management Assistant to provide customer service and support to tenants while assisting the Property Management Executive with administrative tasks.Key Responsib...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationNorwalk, Connecticut
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    COUNSELOR

    COUNSELOR

    Family Service League Inc.Riverhead, NY, US
    serp_jobs.job_card.full_time
    Established in 1926, Family Service League is a social services agency transforming lives and communities through mental health, addiction, housing, and essential human services with more than 60 s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Annual Giving Associate

    Annual Giving Associate

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate, Annual Giving and Sustainers.Key Responsibilities Project manage canvassing, PSA, and telemarketing campaigns for recurring donations Assist with internal ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    BESS Asset Manager

    BESS Asset Manager

    VirtualVocationsBridgeport, Connecticut, United States
    serp_jobs.job_card.full_time
    A company is looking for a BESS Asset Manager to oversee the lifecycle of its utility-scale Battery Energy Storage System portfolio across the United States. Key Responsibilities Manage daily oper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    Real Estate Transaction Coordinator

    Real Estate Transaction Coordinator

    PurchRockCheshire, CT, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    PurchRock is a fast-growing real estate investment company specializing in transforming underperforming properties into profitable investments. Our success is built on our core values : Attitude, Acc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30