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Withers

Private Client & Tax Associate

Withers - New Haven, CT

Private Client & Tax Associate

The candidate focus will be to work directly with and advise high net worth individuals and their advisors on primarily complex domestic estate and trust planning, including working with owners of private capital and their diverse assets. Should have strong academic credentials (JD required; LLM is a plus). Must have 4 years of relevant experience. should have strong drafting, writing and communication skills. Experience drafting complex wills and trusts is required. Must have strong project management ability; ability to balance a large number of competing priorities. Must have desire to work directly with clients and coordinate with intermediaries, with a goal of establishing and maintaining long-term productive relationships. Experience with Excel and PowerPoint is required. The following experience is preferred: Exposure to sophisticated Wealth Planning techniques, such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Foreign Grantor Trusts, Qualified Personal Residence Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies. Some knowledge of income taxation of trusts and estates, gift tax return reporting, generation-skipping transfer (GST) tax and Chapter 14. International experience.

25 days 8 hours ago

Withers

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Private Client & Tax Associate Withers - New Haven, CT, United States

   

Location: New Haven, CT

Company Profile:
Withers has been acting for successful individuals, families and institutions for over 100 years. We advise clients on their business and personal legal needs both at home and abroad. In this fast moving and increasingly regulated world the need for integrated and timely advice has never been more urgent.