Estate Planning Attorney - Hybrid, High-Net-Worth Focus

Charles Russell Speechlys; Connecticut; Hybrid; USD 110,000 - 165,000; Full time

Job summary

Charles Russell Speechlys is seeking an experienced Estate Planner / Drafter to join its US Private Client & Tax practice in New Haven, Connecticut. You will prepare bespoke estate planning documents for high-net-worth individuals and families, including tax planning and wealth transfer considerations.

The role offers a hybrid working arrangement and collaboration with attorneys and financial advisors on sophisticated estate planning matters.

Qualifications

• Associate Attorney admitted to Connecticut or New York State Bar, with willingness to obtain the other jurisdiction.
• Minimum 3+ years’ experience drafting estate planning documents within a law firm or specialist legal environment.
• Deep knowledge of trust and estate administration and tax planning for high-net-worth clients.
• LL.M. in Taxation is a plus.

Responsibilities

• Draft and prepare a full suite of estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney and healthcare directives, and ancillary documents.
• Collaborate with attorneys, financial advisors and clients to implement comprehensive estate planning strategies.
• Use firm templates and software, maintain organized document management, and refine precedents and templates.
• Support junior drafters or paralegals and ensure drafting standards are followed.
• Stay current with developments in estate planning practices and regulatory obligations including NY and CT.

Skills

Estate Planning

Drafting

Tax Planning

Trust Administration

Education

LL.M. in Taxation

Job description

Charles Russell Speechlys is seeking an experienced Estate Planner / Drafter to join its US Private Client & Tax practice in New Haven, Connecticut. You will prepare bespoke estate planning documents for high-net-worth individuals and families, including tax planning and wealth transfer considerations.

The role offers a hybrid working arrangement and collaboration with attorneys and financial advisors on sophisticated estate planning matters.