Attorney - Trusts and Estates Job at Law firm, New Haven, CT

  • Law firm
  • New Haven, CT

Job Description

Job Description

My client is a Connecticut-based law firm with a longstanding commitment to providing sophisticated, practical legal counsel to individuals, families, entrepreneurs, and closely held businesses. The firm takes a collaborative, client-focused approach, helping clients navigate complex legal and financial matters while building lasting relationships.

\n

\n

Position Overview

\n

This is an opportunity to work with individuals, families, business owners, and high-net-worth clients on sophisticated estate planning, trust administration, wealth preservation, and succession planning matters.

\n

\n

The ideal candidate will have experience drafting estate planning documents, advising clients on trust structures and tax-efficient wealth transfers, and assisting with estate and trust administration. This attorney will work collaboratively with colleagues across the firm's tax, corporate, and family business practices to develop comprehensive solutions tailored to clients' personal and financial objectives.

\n

\n

Key Responsibilities

\n
    \n
  • Draft and review wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and other estate planning documents.
  • \n
  • Advise individuals and families on estate planning strategies, wealth preservation, asset protection, and intergenerational wealth transfers.
  • \n
  • Assist with gift, estate, and generation-skipping transfer tax planning.
  • \n
  • Counsel clients on sophisticated trust structures, charitable giving strategies, and family wealth planning.
  • \n
  • Advise fiduciaries, executors, trustees, and beneficiaries on trust and estate administration.
  • \n
  • Handle probate matters, estate settlements, and related court proceedings.
  • \n
  • Develop estate and business succession plans for owners of closely held and family-owned businesses.
  • \n
  • Collaborate with attorneys in tax, corporate, and other practice areas to address complex client needs.
  • \n
  • Build and maintain strong client relationships while delivering practical, responsive, and high-quality legal advice.
  • \n
\n

\n

Qualifications

\n
    \n
  • Juris Doctor (J.D.) from an accredited law school.
  • \n
  • Admission to the Connecticut Bar and good standing.
  • \n
  • Experience practicing trusts and estates law, including estate planning, trust drafting, probate, or trust and estate administration.
  • \n
  • Strong legal research, writing, drafting, analytical, and problem-solving skills.
  • \n
  • Excellent interpersonal and communication skills, with the ability to work directly with clients and their families.
  • \n
  • Ability to manage multiple matters, exercise sound judgment, and work effectively in a collaborative environment.
  • \n
\n

\n

Preferred Qualifications

\n
    \n
  • Experience advising high-net-worth individuals, families, entrepreneurs, or closely held business owners.
  • \n
  • Familiarity with federal and Connecticut gift and estate tax considerations.
  • \n
  • Experience with advanced estate planning techniques, charitable planning, and business succession planning.
  • \n
  • Ability to work collaboratively with tax and corporate attorneys on integrated wealth planning strategies.
  • \n
\n

\n

Salary and Other Compensation:

\n

The annual salary for this position is $160k-250k Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.

Job Tags

For contractors

Similar Jobs

TradeJobsWorkforce

Library Assistant Job at TradeJobsWorkforce

 ...Make an impact in the role of Library Assistant to respond promptly to inquiries and resolve basic issues, gain knowledge of company offerings to better serve clients, and work collaboratively across teams and departments. Other duties include adapt to shifting priorities... 

Social Lighthouse

Social Media & Community Manager Job at Social Lighthouse

 ...DescriptionWere looking for a dynamic Organic Social Media & Community Manager who lives and breathes content, thrives on engagement, and...  ...playful, witty, professional, or soulfulLove engaging with online communities and building brand loyaltyAre a forwardthinker... 

The Bank of New York Mellon

Director, Head of Americas Payroll Job at The Bank of New York Mellon

Were seeking a future team member for the role of Director, Payroll Americas to join our Payroll team. This role is located in Pittsburgh. The Payroll Americas Director will lead payroll delivery across the United States, Canada and Latin America, with end-to-end accountability... 

VIVA

Billing Specialist Job at VIVA

 ...hybrid with the potential to have some time at home based on performance and business need. Position Summary Billing Specialist I will be responsible for...  ...and submitting claims to Medicare Part B, Major Medical and Medicaid. Individual must work with LTC facility... 

Johnson Controls

HVAC Controls Pre-Sales Engineer Job at Johnson Controls

Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best...