Search jobs > New Haven, CT > Trust estate associate

Sr. Trusts & Estates Associate

Fawkes IDM
New Haven, CT, US
Full-time
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, 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
  • 30+ days ago
Related jobs
Promoted
Fawkes IDM
New Haven, Connecticut

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, ...

Fawkes IDM
New Haven, Connecticut

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,...

Promoted
Fawkes IDM
New Haven, Connecticut

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, ...

Fawkes IDM
New Haven, Connecticut

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,...

Promoted
Cohen and Wolf, P.C.
Bridgeport, Connecticut

Job Posting: Commercial Litigation Associate. ...

Promoted
LHH
CT, United States

LHH Recruitment Solutions is working with a highly-regarded, boutique law firm in Fairfield County, in recruiting a Commercial Real Estate Associate for their growing group. ...

Promoted
GPAC
New Haven, Connecticut

Trust and Estates Associate Attorney. With a well-established law firm in the legal industry to find a Trust and Estates Associate Attorney. This is an amazing opportunity for experienced attorneys looking to take on new challenges and make a real impact. ...

Marshall Dennehey
New Haven, Connecticut

The law offices of Marshall Dennehey, a leading civil defense litigation firm, is seeking an Associate Attorney for its New Haven, CT office with 2 to 5 years of Medical Malpractice experience. ...

Jobot
New Haven, Connecticut

We are a full-service law firm composed of highly talented, creative, and experienced attorneys committed to surpassing our clients’ expectations every day. Our commitment to professional growth, combined with competitive benefits, makes us an ideal place for both attorneys and professional support ...

Promoted
DoorDash
Oxford, Connecticut

Available in over 4,000cities in the U.S, DoorDash connects local businesses and localdrivers (called Dashers) with opportunities to earn, work, andlive.All you need is a mode oftransportation (bike, car, scooter) and a smartphone to startmaking money.You can even sign up and beginworking that same ...