Trusts and Estates Associate Attorney

BCG Attorney Search; Greenwich (CT); On-site; USD 80,000 - 110,000; Full time

Job summary

A law firm in Greenwich, CT is seeking a Trusts & Estates Associate to join its Private Clients Group. This role offers the opportunity to work in a collaborative environment, handling sophisticated estate planning and administration tasks while directly engaging with high-net-worth clients. Ideal candidates are experienced, detail-oriented, and committed to ongoing professional development.

Qualifications

• 4 to 6 years experience in estate planning and administration preferred.
• Admission to Connecticut Bar required; New York Bar admission a plus.

Responsibilities

• Provide legal support in estate planning and estate administration matters.
• Draft legal documents related to trusts and estates.
• Collaborate with colleagues to develop estate planning strategies.

Skills

Strong academic credentials

Excellent written communication skills

Strong interpersonal skills

Detail-oriented

Self-motivated

Education

Juris Doctorate from an accredited law school

LL.M. in Taxation or Estate Planning

Job description

A law firm seeks a Trusts & Estates Associate to join its Private Clients Group in Greenwich, CT. This position offers an excellent opportunity to be part of a collaborative, team-oriented environment, gaining experience in sophisticated estate planning and administration. The role involves drafting legal documents and working directly with a diverse, high-net-worth client base, including individuals, families, family offices, closely held businesses, and charitable organizations.

Responsibilities

1. Provide legal support in estate planning and estate administration matters.
2. Draft legal documents related to trusts and estates, including wills and powers of attorney.
3. Communicate directly with clients to understand their needs and offer tailored legal advice.
4. Assist in estate administration, ensuring compliance with laws and regulations.
5. Collaborate with colleagues to develop comprehensive estate planning strategies.
6. Maintain meticulous records and manage case files effectively.

Requirements

• 4 to 6 years of experience in estate planning and estate administration is preferred but not mandatory.
• Admission to the Connecticut Bar or willingness to seek admission.
• New York Bar admission is preferred but not required.
• Strong aptitude in tax law and estate planning principles.

Education

• Juris Doctorate from an accredited law school.
• LL.M. in Taxation or Estate Planning is preferred but not required.

Certifications

• Active bar admission in Connecticut; New York admission is a plus.

Skills

• Strong academic credentials, especially in tax and estate planning.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with a collaborative approach.
• Detail-oriented and self-motivated, capable of managing multiple tasks.
• Ability to work effectively in a diverse and sophisticated client environment.
• Commitment to professional development and training opportunities.

Company Info

BCG Attorney Search
125 Park Avenue, 25th Floor
New York, NY 10017
Phone: [phone]
Fax: [phone]