Attorney - Trusts and Estates
Law Firm · New Haven, Connecticut, United States
FULL TIMEpermanent
Job Description
My client is a Connecticut-based law firm with a longstanding commitment to providing sophisticated, practical legal counsel to individuals, families, entrepreneurs, and closely held businesses. The firm takes a collaborative, client-focused approach, helping clients navigate complex legal and financial matters while building lasting relationships.
Find out more about this role by reading the information below, then apply to be considered.
Position OverviewThis is an opportunity to work with individuals, families, business owners, and high-net-worth clients on sophisticated estate planning, trust administration, wealth preservation, and succession planning matters.
The ideal candidate will have experience drafting estate planning documents, advising clients on trust structures and tax-efficient wealth transfers, and assisting with estate and trust administration. This attorney will work collaboratively with colleagues across the firm's tax, corporate, and family business practices to develop comprehensive solutions tailored to clients' personal and financial objectives.
Key ResponsibilitiesDraft and review wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and other estate planning documents.Advise individuals and families on estate planning strategies, wealth preservation, asset protection, and intergenerational wealth transfers.Assist with gift, estate, and generation-skipping transfer tax planning.Counsel clients on sophisticated trust structures, charitable giving strategies, and family wealth planning.Advise fiduciaries, executors, trustees, and beneficiaries on trust and estate administration.Handle probate matters, estate settlements, and related court proceedings.Develop estate and business succession plans for owners of closely held and family-owned businesses.Collaborate with attorneys in tax, corporate, and other practice areas to address complex client needs.Build and maintain strong client relationships while delivering practical, responsive, and high-quality legal advice.
QualificationsJuris Doctor (J.D.) from an accredited law school.Admission to the Connecticut Bar and good standing.Experience practicing trusts and estates law, including estate planning, trust drafting, probate, or trust and estate administration.Strong legal research, writing, drafting, analytical, and problem-solving skills.Excellent interpersonal and communication skills, with the ability to work directly with clients and their families.Ability to manage multiple matters, exercise sound judgment, and work effectively in a collaborative environment.
Preferred QualificationsExperience advising high-net-worth individuals, families, entrepreneurs, or closely held business owners.Familiarity with federal and Connecticut gift and estate tax considerations.Experience with advanced estate planning techniques, charitable planning, and business succession planning.Ability to work collaboratively with tax and corporate attorneys on integrated wealth planning strategies. xzbcwsv
Salary and Other Compensation:The annual salary for this position is $160k-250k Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Find out more about this role by reading the information below, then apply to be considered.
Position OverviewThis is an opportunity to work with individuals, families, business owners, and high-net-worth clients on sophisticated estate planning, trust administration, wealth preservation, and succession planning matters.
The ideal candidate will have experience drafting estate planning documents, advising clients on trust structures and tax-efficient wealth transfers, and assisting with estate and trust administration. This attorney will work collaboratively with colleagues across the firm's tax, corporate, and family business practices to develop comprehensive solutions tailored to clients' personal and financial objectives.
Key ResponsibilitiesDraft and review wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and other estate planning documents.Advise individuals and families on estate planning strategies, wealth preservation, asset protection, and intergenerational wealth transfers.Assist with gift, estate, and generation-skipping transfer tax planning.Counsel clients on sophisticated trust structures, charitable giving strategies, and family wealth planning.Advise fiduciaries, executors, trustees, and beneficiaries on trust and estate administration.Handle probate matters, estate settlements, and related court proceedings.Develop estate and business succession plans for owners of closely held and family-owned businesses.Collaborate with attorneys in tax, corporate, and other practice areas to address complex client needs.Build and maintain strong client relationships while delivering practical, responsive, and high-quality legal advice.
QualificationsJuris Doctor (J.D.) from an accredited law school.Admission to the Connecticut Bar and good standing.Experience practicing trusts and estates law, including estate planning, trust drafting, probate, or trust and estate administration.Strong legal research, writing, drafting, analytical, and problem-solving skills.Excellent interpersonal and communication skills, with the ability to work directly with clients and their families.Ability to manage multiple matters, exercise sound judgment, and work effectively in a collaborative environment.
Preferred QualificationsExperience advising high-net-worth individuals, families, entrepreneurs, or closely held business owners.Familiarity with federal and Connecticut gift and estate tax considerations.Experience with advanced estate planning techniques, charitable planning, and business succession planning.Ability to work collaboratively with tax and corporate attorneys on integrated wealth planning strategies. xzbcwsv
Salary and Other Compensation:The annual salary for this position is $160k-250k Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.