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Job Details

Part Time Mid / Senior-Level Trust amp Estates Associate

Experience
5 yrs required

Location
Greenwich, CT, United States

Posted on
Nov 25, 2022

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Profile

Part Time Mid / Senior-Level Trust & Estates Associate
The candidate will work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters. Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred. Must have strong drafting, writing, research and communication skills. Experience drafting complex wills and trusts is required. Must have experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies. Knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation is required. International experience a plus.

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