Private Client Trusts amp Estates Associate Attorney

BCG Attorney Search; Stamford (CT); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

BCG Attorney Search in Stamford, CT is seeking an associate attorney with at least 4 years of experience in trusts and estates to join our practice in Stamford, CT.

The ideal candidate will handle high net worth estate planning and trust administration, work on tax-efficient wealth transfer strategies, and collaborate with clients on charitable giving and retirement asset planning. A Connecticut bar admission or eligibility is required.

Qualifications

• Minimum of 4 years of experience in estate planning and trust administration.
• Strong technical, professional, and client service skills.
• Excellent written and verbal communication skills.
• Team-oriented with a focus on collaboration.
• Connecticut bar admission in good standing, or willingness to become admitted.

Responsibilities

• Manage estate planning and trust administration for high net worth clients.
• Advise on tax-efficient family wealth transfer strategies.
• Collaborate with clients on charitable giving and retirement asset planning.
• Work on business succession and asset protection planning.

Skills

Estate planning

Trust administration

Client communication

Team collaboration

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks an associate attorney with a minimum of 4 years of experience in trusts and estates to join its practice in Stamford, CT. The ideal candidate will have expertise in high net worth estate planning and trust administration, with knowledge of state and federal tax laws.

Duties

• Manage estate planning and trust administration for high net worth clients.
• Advise on tax-efficient family wealth transfer strategies.
• Collaborate with clients on charitable giving and retirement asset planning.
• Work on business succession and asset protection planning.

Requirements

• Minimum of 4 years of experience in estate planning and trust administration.
• Strong technical, professional, and client service skills.
• Excellent written and verbal communication skills.
• Team-oriented with a focus on collaboration.
• Connecticut bar admission in good standing, or willingness to become admitted.

Education

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

Certifications

Bar admission in Connecticut or eligibility for admission.

Skills

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

Benefits

Hybrid work environment with remote work options.