Private Client Trusts amp Estates Associate

BCG Attorney Search; West Hartford (CT); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Hybrid work environment with remote work options

Job summary

BCG Attorney Search is seeking a Private Client Trusts & Estates Associate to join their practice in West Hartford, CT. Ideal candidates will have 3-4 years of experience in estate planning and trust administration, knowledge of relevant state and federal tax laws, and a strong commitment to client service.

The role offers a hybrid work environment, allowing for both on-site and remote options. Strong communication skills and Connecticut bar admission are required. Apply now to contribute to high net worth clients' estate planning needs.

Qualifications

• 3-4 years of experience in estate planning and trust administration.
• Strong written and verbal communication skills.
• Excellent technical and client service skills.
• Connecticut bar admission in good standing, or willingness to become admitted.

Responsibilities

• Assist in trust and estate planning and administration for high net worth clients.
• Advise on succession planning and lifetime giving strategies.
• Address estate and income taxation issues.
• Develop tax-efficient family wealth transfer strategies.
• Collaborate with team members to provide comprehensive client service.

Skills

Estate planning and administration

Knowledge of state and federal tax laws

Strong advocacy and collaboration skills

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks a Private Client Trusts & Estates Associate with 3 to 4 years of experience to join their expanding practice in West Hartford, CT. The ideal candidate will have experience in high net worth trust and estate planning and administration, with knowledge of relevant state and federal tax laws.

Duties

• Assist in trust and estate planning and administration for high net worth clients.
• Advise on succession planning and lifetime giving strategies.
• Address estate and income taxation issues.
• Develop tax-efficient family wealth transfer strategies.
• Collaborate with team members to provide comprehensive client service.

Requirements

• 3-4 years of experience in estate planning and trust administration.
• Strong written and verbal communication skills.
• Excellent technical and client service skills.
• Connecticut bar admission in good standing, or willingness to become admitted.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Connecticut bar admission.

Skills

• Proficiency in estate planning and administration.
• Knowledge of state and federal tax laws.
• Strong advocacy and collaboration skills.

Benefits

Hybrid work environment with remote work options.