Private Client & Tax Associate - New Haven

We are seeking a sharp, motivated Trust & Estate Planning Associate to join a dynamic legal team in New Haven. This role offers the opportunity to work with ultra-high-net-worth clients and family offices, learn from experienced partners, and grow within a firm that values excellence and innovation.

The position involves working with high-net-worth and ultra-high-net-worth clients with complex family structures and assets, structuring charitable organizations and foundations, and handling foundational estate planning from start to finish. You will also gain exposure to irrevocable trusts such as CRUTs, GRATs, IDGTs, ILITs, and QPRTs, as well as gift, estate, and generation-skipping transfer tax planning.

Additional responsibilities include advising on income and transfer tax rules for non-U.S. residents with U.S. assets and U.S. residents with foreign assets, pre-immigration and expatriation planning, and post-mortem trust administration. The role also involves contributing to the team's profile through business development activities, including writing articles and attending events.

• J.D. required; Tax LL.M. a plus
• 4–7 years practicing in a law firm Trusts & Estates group
• Connecticut bar membership required
• Experience with high-net-worth and ultra-high-net-worth clients, complex family structures, and complex assets
• Comfortable structuring charitable organizations and foundations, major and planned gifts, and ensuring compliance
• Skilled in foundational estate planning from start to finish, including client interviews, plan design, drafting, execution, and follow-up
• Exposure to irrevocable trusts such as CRUTs, GRATs, IDGTs, ILITs, and QPRTs
• Gift, estate, and generation-skipping transfer (GST) tax skills, including preparing and reviewing estate and gift tax returns
• Knowledge of income and transfer tax rules affecting non-U.S. residents with U.S. income/assets and U.S. residents with foreign income/assets
• Exposure to pre-immigration and expatriation planning
• Ability to independently run post-mortem trust administration and advise fiduciaries
• Strong academic credentials, time management, and ownership of projects without supervision
• Interest in mentoring junior team members and contributing to firm processes
• Practical approach to solving client problems and ability to inspire confidence in clients and intermediaries