Trusts and Estates Associate

BCG Attorney Search

West Hartford (CT)

Hybrid

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Hybrid work environment

Job summary

BCG Attorney Search is seeking a Trusts and Estates Associate in West Hartford, CT, with 3–4 years of experience in high net worth trust and estate planning and administration. The role emphasizes knowledge of state and federal tax laws and succession planning.

Connecticut bar admission in good standing or willingness to be admitted is required. The position offers a hybrid work environment with remote work options and a client-centered practice focused on sophisticated wealth transfer

Qualifications

  • 3-4 years of experience in estate planning and trust administration.
  • Strong written and verbal communication skills.
  • 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 state and federal tax implications for estates.
  • Collaborate on succession planning and charitable giving strategies.
  • Develop tax‑efficient family wealth transfer plans.

Skills

Estate planning
Trust administration
Tax knowledge
Client service

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Trusts and Estates Associate with 3 to 4 years of experience to join its 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 state and federal tax laws. Experience in succession planning, lifetime giving, and tax‑efficient family wealth transfer strategies is advantageous.

Duties
  • Manage estate planning and trust administration for high net worth clients.
  • Advise on state and federal tax implications for estates.
  • Collaborate on succession planning and charitable giving strategies.
  • Develop tax‑efficient family wealth transfer plans.
Requirements
  • 3-4 years of experience in estate planning and trust administration.
  • Strong written and verbal communication skills.
  • Excellent client service and technical skills.
  • Team‑oriented with a focus on collaboration.
  • Connecticut bar admission in good standing, or willingness to become admitted.
Education
  • Juris Doctor (JD) degree.
Certifications
  • Connecticut bar admission.
Skills
  • Proficiency in estate and income taxation issues.
  • Knowledge of tax‑efficient wealth transfer strategies.
  • Experience with estate planning for retirement assets.
Benefits
  • Hybrid work environment with remote work options.
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