Wealth Transfer Jobs in Meriden

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United States
Posted On Sep 01, 26
Full-time 2 views

Title: Paralegal Job Responsibilities: The Paralegal at our law firm is expected to provide comprehensive support to attorneys and the internal team, primarily in the areas of Estate Planning, Probate Administration, Elder Law/Medicaid, and Real Estate. Key responsibilities include: - Assisting with residential...

Full-time 22 views Experience : 3-4 yrs required

Overview The law firm is seeking an associate with 3 to 4 years of trusts and estates experience to join the nationally recognized, expanding practice in the West Hartford, CT office. The ideal candidates will have demonstrated experience in high net...

Full-time 6 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The Private Client International Tax and Estate Planning Associate / Senior Associate will be responsible for advising on international tax matters and cross-border planning strategies that...

Full-time 10 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The role involves advising on international tax matters and cross-border planning strategies that address complex multi-jurisdictional tax and legal considerations. Key responsibilities include: - Developing sophisticated...

Posted On Aug 19, 26
Full-time Experience : Min 1 yrs required

Title: Legal Administrative Assistant Job Responsibilities: The Legal Administrative Assistant will join the Trusts & Estates practice group at the law firm and will be responsible for a variety of administrative tasks to support multiple attorneys and paralegals effectively. Key responsibilities include: -...

Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

Full-time 1 views Experience : Min 3 yrs required

comprehensive range of estate planning documents, including wills (with tax-planned structures), revocable and irrevocable trusts, advanced wealth transfer planning documents, powers... of attorney, healthcare directives, and ancillary documents such as deeds, funding schedules, and assignment documents. - Customize documentation ba...

Full-time 5 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The associate will be responsible for advising on international tax matters and cross-border planning strategies that address complex multi-jurisdictional tax and legal considerations. This includes developing...

Posted On Jul 13, 26
Full-time 5 views Experience : 2-8 yrs required

ideal candidate will have experience in high net worth trust and estate planning and administration, with knowledge of state and federal tax laws. Experience in succession planning, lifetime giving, and tax-efficient family wealth transfer strategies is ... estate planning an...

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