Job Details

Wealth Planning Associate

Company name

Organization Type

Law Firm

Job Type

Attorney

Years of Experience

Min 4 yrs required

Location

New Haven, CT

Date Last Verified

Apr 19,2018

Posted on

Mar 16,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth 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.

Company info

Hiring Coordinator
Withers
157 Church Street
P.O. Box 426
New Haven, CT 06502

Review:

"A Pretty Good Law Firm"

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.
Cons : The pay for this firm could be a lot better. Starting out it isn't too bad, but there isn't much room for growth and advancement. Those in upper management have been there for years and don
Current or former employee? : Former Employee

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