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- Tasks: Advise clients on estate planning and trust administration, ensuring compliance with complex regulations.
- Company: Join a dynamic law firm focused on innovative wealth transition strategies for clients.
- Benefits: Enjoy competitive salary, professional development opportunities, and a supportive work environment.
- Why this job: Be part of a team that values creativity and initiative in guiding clients through wealth transitions.
- Qualifications: JD required, 5+ years in Trusts & Estates, strong drafting skills, Connecticut Bar membership.
- Other info: International experience is a plus; opportunity to work on sophisticated wealth planning strategies.
The predicted salary is between 43200 - 72000 £ per year.
Advise fiduciaries on the design and implementation of new plans, as well as the modernization and consolidation of older trusts. Assist in complying with the complex rules surrounding investments, accounting, taxes, and compliance.
Seeking a dynamic, self-starting estate and trust attorney with a vision, initiative, and demonstrated commitment to guiding clients through wealth transitions with estate planning that is clear, creative, and enduring.
Highly skilled in foundational (revocable) estate planning for clients and immediately able to expertly handle this planning from start to finish including the initial interview, plan design and drafting, review and discussion with the client, execution, and follow-up.
Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution of assets to beneficiaries.
Strong academic credentials (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 wills and trusts, and finalising sophisticated wealth planning strategies and documents including:
- Family Limited Partnerships
- Grantor Retained Annuity Trusts
- Dynasty Trusts
- Insurance Trusts
- Annual Exclusion Trusts
- Directed Trusts
- Sales to Defective Grantor Trusts
- Buy-Sell Agreements
- Decanting
- Private Trust Companies
Knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation. International experience a plus.
Trusts & Estates Associate employer: Fawkes IDM
Contact Detail:
Fawkes IDM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Associate
✨Tip Number 1
Network with professionals in the Trusts & Estates field. Attend relevant legal seminars, workshops, and networking events to meet potential colleagues and mentors who can provide insights and possibly refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest trends and changes in estate planning laws and regulations. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews and discussions.
✨Tip Number 3
Consider joining professional associations related to Trusts & Estates. Being an active member can help you gain access to exclusive job postings, resources, and a community of like-minded professionals.
✨Tip Number 4
Prepare for interviews by practising how to articulate your experience with complex wills and trusts. Be ready to discuss specific cases where you've successfully guided clients through wealth transitions, showcasing your problem-solving skills and creativity.
We think you need these skills to ace Trusts & Estates Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Trusts & Estates law. Focus on your skills in estate planning, trust administration, and any relevant certifications or memberships, such as the Connecticut Bar.
Craft a Compelling Cover Letter: In your cover letter, express your passion for guiding clients through wealth transitions. Mention specific experiences that demonstrate your initiative and creativity in estate planning, and how you can add value to the firm.
Showcase Relevant Experience: Detail your experience with complex wills and trusts, and any international experience if applicable. Be specific about the types of strategies you've drafted and how they benefited your clients.
Proofread and Edit: Before submitting your application, carefully proofread all documents. Ensure there are no grammatical errors or typos, as attention to detail is crucial in the legal field.
How to prepare for a job interview at Fawkes IDM
✨Showcase Your Expertise
Make sure to highlight your experience in drafting complex wills and trusts. Be prepared to discuss specific cases where you've successfully implemented wealth planning strategies, as this will demonstrate your capability to handle the responsibilities of the role.
✨Understand the Regulations
Familiarise yourself with the rules governing estate, gift, GST, and income taxation of trusts and estates. Being able to discuss these regulations confidently will show that you are well-prepared and knowledgeable about the complexities involved in the role.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've guided clients through wealth transitions. Emphasise your ability to create clear and enduring estate plans, as well as your commitment to client satisfaction, which is crucial for this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to trust and estate planning. This not only shows your interest in the role but also gives you a chance to assess if the firm's values align with your own professional goals.
