Private Client Trusts & Estates Associate Job in Stamford, CT Near Me - 363197 | BCGSearch.com

Private Client Trusts & Estates Associate

Type Full-Time

Location Connecticut - Stamford

Job ID DXHW363197

Experience Level Midlevel Associate

Job Experience Min. 4 - Max. 6 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas ProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2025-02-03 01:45:16

Job Overview:
A leading law firm is seeking a Private Client Trusts & Estates Associate to join its expanding, nationally recognized team in Stamford, CT. The ideal candidate will have 4-6 years of experience in estate planning, estate administration, and trust administration. This role offers the opportunity to work with high-net-worth individuals and families on tax-efficient wealth transfer strategies, charitable giving, and estate and retirement asset planning. The firm offers a hybrid work schedule for better flexibility, allowing both in-office and remote work.

Location:
Stamford, CT

Duties:

  • Advise clients on estate planning, estate administration, and trust administration.
  • Develop and implement tax-efficient wealth transfer strategies, including business succession, asset protection, and charitable giving.
  • Collaborate with other departments, such as corporate, real estate, and environmental law teams, to meet clients' broader needs.
  • Assist clients in navigating relevant state and federal tax laws.
  • Work with individuals, families, fiduciaries, and tax-exempt organizations on a range of estate and trust-related matters.
  • Engage in estate and trust litigation as necessary, working with clients and fiduciaries to resolve complex disputes.

Requirements:

  • 4-6 years of experience in estate planning and estate/trust administration.
  • Strong technical, professional, and client service skills.
  • Excellent verbal and written communication skills.
  • Strong advocacy skills and ability to work independently as well as in a team-oriented environment.
  • Connecticut bar admission in good standing or willingness to be admitted.
  • New York, New Jersey, Massachusetts, Florida, or Rhode Island bar admission is a plus.

Education:

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

Certifications:

  • Admission to the Connecticut Bar (or ability to become admitted).

Skills:

  • In-depth knowledge of estate planning, estate/trust administration, and relevant tax laws.
  • Ability to advise on complex estate planning and wealth transfer strategies.
  • Excellent interpersonal skills with the ability to build strong client relationships.
  • Ability to collaborate with other practice areas, including corporate and real estate.
  • Strong research, writing, and analytical skills.

Benefits:

  • Hybrid work schedule (in-office and remote flexibility).
  • Competitive salary and performance-based bonuses.
  • Comprehensive healthcare, dental, and vision insurance.
  • Retirement savings plan with firm match.
  • Generous paid time off (PTO) and paid holidays.
  • Professional development opportunities and CLE credit programs.
  • Diverse and inclusive work environment.
  • Mentorship and career growth support.
  • Participation in pro bono and community initiatives.

This law firm is present in Boston, Connecticut, New Jersey, New York and Washington, DC. Their practice areas include commercial litigation, individual clients, energy and utility law, intellectual property, labor and employment, corporate and business law and real estate, environment and land use. With around 300 attorneys, this 100-year old firm has gained a superior and a high value reputation over the years and is well-positioned to provide help for regional, national and international clients.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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