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Wealth Transfer Jobs in Waterbury

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United States
Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family International Law private client Software stage Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family International Law private client Software stage Taxation trusts wealth transfer Wills

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...

Posted On Aug 22, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

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 Sep 14, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, including multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Collaborate with team members to...

Posted On Sep 01, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Real Estate - Purchase and Sale (Residential) Trusts and Estates - General Real Estate - General
Job Tags:
Elder Law Estate Planning health insurance Medicaid Probate residential real estate title trusts Wills
Practice Area:
Probate Estate & Tax Planning Real Estate - Purchase and Sale (Residential) Trusts and Estates - General Real Estate - General
Job Tags:
Elder Law Estate Planning health insurance Medicaid Probate residential real estate title trusts Wills

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...

Posted On Aug 22, 26
Full-time 22 views Experience : 3-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

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...

Posted On Aug 22, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

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...

Posted On Jul 30, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Assist attorneys with probate, trust administration, and estate planning matters. - Prepare and file Connecticut Probate Court pleadings, forms, fiduciary accountings, and related documents. - Manage probate and trust administration files from opening through closing. -...

Posted On Aug 22, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

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
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
appellate commercial real estate construction criminal Domestic Violence Energy Estate Planning estates Financial Institutions Financial Restructuring government compliance Harassment Human Rights Law Immigration Intellectual Property Labor and Employment life sciences Litigation mass torts Partnership political law power of attorney Probate product liability Public Finance public sector Software trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
appellate commercial real estate construction criminal Domestic Violence Energy Estate Planning estates Financial Institutions Financial Restructuring government compliance Harassment Human Rights Law Immigration Intellectual Property Labor and Employment life sciences Litigation mass torts Partnership political law power of attorney Probate product liability Public Finance public sector Software trusts

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 23, 26
Full-time Experience : 5-10 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estates family gift tax LLC Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estates family gift tax LLC Probate trusts

through final settlement. - Preparation of estate and gift tax returns, with a particular emphasis on understanding the intricacies of the generation-skipping transfer tax. - Handling all aspects... of estate and trust administration, including the preparation of detailed estate and trust accountings. -...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

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...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior within the Individual Tax Services – High Net Worth group at the company, the responsibilities include: - Preparing and reviewing complex federal, state, and...

Trusts and Estates Associate

Recruiter • **Members Only** West Hartford, CT

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Posted On Jul 13, 26
Full-time 5 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

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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