– Estate Planning Job Title Paralegal – Estate Planning Job Responsibilities The Paralegal – Estate Planning is an integral part of the Private Client Services department, with a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing...
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
and Estates Associate (Mid / Senior-Level) The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred....
Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession... planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient...
Title: Tax Associate Job Responsibilities: The Tax Associate role is positioned within the Private Client and Tax Division of a global law firm, which is dedicated to the personal and private capital needs of high-net-worth individuals and families. This position is available...
Law Firm in New Haven is seeking an experienced IT Support Analyst to join their team. This is a full-time, permanent position with a competitive salary and benefits package. The ideal candidate will have at least three years of...
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable... and coordinate the delivery of comprehensive wealth management strategies for individuals,... business owners, and/or families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered b...
network to achieve business development goals. Key responsibilities include leading the Client Management Process and collaborating across... the enterprise to provide a Branded Client Experience. This involves offering clients access to the full spectrum of Private Bank and company...
OverviewA law firm seeks a motivated Trust and Estate Planning Associate to join their dynamic legal team in New Haven, CT. This role offers the opportunity to work with high-net-worth clients and family offices, providing sophisticated estate planning and fiduciary...