Hybrid Trusts & Estates Associate: Wealth & Succession

The People Of: Professional Services; New Hampshire; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits

Hybrid working opportunities

Professional development support

Career progression

Job summary

The People Of: Professional Services in Manchester, NH, seeks a 3-5 year Trusts & Estates Associate to join its growing practice advising individuals, families and family-owned businesses on sophisticated estate and tax planning matters.

You will gain significant client exposure while handling personalised estate plans, tax-efficient wealth transfers and complex trust administration, collaborating with senior attorneys and advisors.

Qualifications

• 3-5 years of trusts and estates experience.
• Estate planning, tax planning and trust/estate administration.
• Private law firm experience preferred.
• Experience advising high-net-worth individuals and families.

Responsibilities

• Advise clients on estate planning and tax planning matters.
• Handle trust and estate administration.
• Design personalised estate plans for individuals and families.
• Advise family-owned businesses on estate and succession planning.
• Develop tax-efficient estate and wealth transfer strategies.
• Assist with transfer of closely held business interests to irrevocable trusts.
• Work with high-net-worth individuals and their advisors.
• Participate in networking and business development initiatives.

Skills

Estate planning

Tax planning

Trust administration

Client service

Business development

Education

Bar admission NH & MA

Job description

The People Of: Professional Services in Manchester, NH, seeks a 3-5 year Trusts & Estates Associate to join its growing practice advising individuals, families and family-owned businesses on sophisticated estate and tax planning matters.

You will gain significant client exposure while handling personalised estate plans, tax-efficient wealth transfers and complex trust administration, collaborating with senior attorneys and advisors.