Trust and Estates Specialist
2 weeks ago
Top Tier Reps LLC is seeking a highly skilled Trust and Estates Associate to join its team of experienced professionals. As a key member of the department, you will be responsible for providing exceptional support to clients and contributing to the growth and success of the company.
Key Responsibilities- Assist in the preparation of estate plans, including wills, trusts, and powers of attorney.
- Conduct research and analysis to identify potential estate planning opportunities and develop effective solutions.
- Collaborate with clients to understand their estate planning needs and goals.
- Prepare and review estate planning documents, including estate plans, trusts, and powers of attorney.
- Stay up-to-date with changes in estate planning laws and regulations.
- 3-7 years of experience in estate planning, including sophisticated drafting, estate and trust administration, and estate and tax compliance.
- Excellent organizational skills, with the ability to manage complex matters efficiently.
- Strong verbal and written communication skills, essential for client interaction and document preparation.
- Analytical mindset to assess legal issues and develop effective solutions.
- Interpersonal skills to collaborate effectively within the team and with clients.
- LLM degree, enhancing expertise in trusts and estates law.
Top Tier Reps LLC is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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Trusts and Estates Specialist
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New Haven, Connecticut, United States Fawkes IDM Full timeJob OverviewFawkes IDM seeks a skilled Trusts and Estates Associate to join our team. As a key member of our Private Client group, you will advise fiduciaries on trust design and implementation, ensuring seamless wealth transitions for our clients.Key ResponsibilitiesDesign and implement new trusts, as well as modernize and consolidate existing ones.Comply...
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Trust and Estates Associate Attorney
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New Haven, Connecticut, United States gpac Full timeJob Title: Trust and Estates Associate AttorneyWe are seeking an experienced Trust and Estates Associate Attorney to join our team at GPAC. As a key member of our legal team, you will be responsible for drafting wills and trusts, managing estate administration matters, and interacting with clients to handle matters independently.Key Responsibilities:Drafting...
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Community Leader
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Structural Design Expert
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IT Support Specialist
2 weeks ago
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Gastroenterology Specialist
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NORA Anesthesiology Physician in Connecticut
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