Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileWealth Planning Associate The candidate will work directly with and advise high net worth individuals and their advisors on primarily complex domestic estate and trust planning, including working with owners of private capital and their diverse assets. Should have strong academic credentials. J.D. degree is required. An LL.M. degree is a plus. Must have 4+ years of experience. Should be admitted to, and in good standing with the State Bar of New York. Must have exposure to and experience in drafting, recommending, and implementing sophisticated wealth planning strategies and documents such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Directed Trusts, Sales to Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies. Experience drafting complex wills and trusts is needed. Should have knowledge of and ability to research, apply and articulate rules governing federal, state and local taxation and state law on trusts and estates. Strong drafting, writing, research and communication skills essential. International experience a plus.
157 Church Street
P.O. Box 426
New Haven, CT 06502
Former Employee - Reviewed on September 09, 2017
This firm needs to offer better means of advancement. If people want to advance within a firm you need to expand your firm or employees will leave.Pros : When I started with this firm management did a great job training me for the position and being sure to answer any questions or concerns I had. Employees were also very helpful in the firm and never had any issues with employees.