Trusts & Estates Associate

Job Overview:
A well-established law firm is seeking an experienced Associate Attorney to join its Trusts & Estates practice group. The role will focus on providing legal services to high-net-worth individuals, families, and businesses, including estate planning, trust administration, and probate. This position offers an opportunity to work alongside senior attorneys and further develop expertise in the field.

Location:

• Stamford, CT

Duties:

• Provide legal counsel and representation in estate planning, trust administration, and probate matters.
• Draft, review, and finalize a variety of estate planning documents, such as wills, trusts, powers of attorney, and advance healthcare directives.
• Advise clients on strategies to minimize estate taxes and protect their assets.
• Assist with the administration of estates and trusts, including preparing legal documents, managing asset distribution, and resolving disputes.
• Stay current on developments in estate planning, tax law, and probate law through legal research.
• Collaborate with financial advisors, accountants, and other professionals to develop comprehensive estate plans.
• Represent clients in probate and trust administration court proceedings, as needed.
• Build and maintain strong client relationships through effective communication.
• Meet the firm’s requirement of 1,800 billable hours annually.

Requirements:

• 4-6 years of experience in trusts and estates law.
• Admission to the New York, Connecticut, and/or Massachusetts bar (or ability to waive in).
• Juris Doctorate (J.D.) degree from an ABA-accredited law school and active membership in the bar.
• Experience in drafting estate planning documents, including various types of trusts, and managing complex estate and trust administration.
• Knowledge of estate, gift, and fiduciary income tax returns.
• Experience representing fiduciaries and beneficiaries in Probate Court proceedings.
• Strong writing skills and the ability to draft clear, concise legal documents.
• Excellent verbal communication skills.
• High organizational skills and the ability to prioritize workload effectively.
• Ability to rapidly absorb and process new information.
• Capability to manage competing priorities and meet deadlines.
• Professional, cooperative, and flexible attitude in a team-oriented environment.
• Military experience is welcome.

Education:

• Juris Doctor (J.D.) from an ABA-accredited law school.

Certifications:

• Admission to the New York, Connecticut, and/or Massachusetts bar (or ability to waive in).

Skills:

• Strong writing and verbal communication skills.
• Expertise in estate planning, trust administration, and tax strategies.
• Strong legal research and analytical abilities.
• Client-focused with excellent interpersonal skills.
• Ability to handle complex legal matters and prioritize effectively.

Benefits:

• Inclusive work environment.
• Equal opportunity employer.
• Comprehensive benefits package (details not specified).