Trusts Attorney

3 weeks ago


New Haven, Connecticut, United States Fawkes IDM Full time

Fawkes IDM seeks a highly skilled Trusts Attorney to advise fiduciaries on the design and implementation of new trusts, as well as the modernization and consolidation of older trusts.

Key Responsibilities
  • Comply with complex rules surrounding investments, accounting, taxes, and compliance.
  • Assist in drafting complex wills and trusts, as well as sophisticated wealth planning strategies and documents.
  • Provide expert advice on trust administration, ensuring fiduciaries stay ahead of milestones and avoid pitfalls.
  • Develop and implement long-term wealth planning strategies for clients.

Requirements

  • JD required; LLM is a plus.
  • 5+ years' experience practicing in a law firm's Trusts & Estates/Private Client group.
  • Connecticut Bar membership.
  • Experience drafting complex trusts and estates documents.
  • Knowledge of estate, gift, GST, and income taxation of trusts and estates.


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