Full-time
Sr. Trusts & Estates Associate
Fawkes IDM
New Haven, connecticut
- Advise to fiduciaries 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 to assets to beneficiaries ...