Estate Planning Director jobs in Stamford, CT

INTERNATIONAL ESTATE PLANNING ATTORNEY - CONNECTICUT OR FLORIDA OFFICES

Cummings & Lockwood is currently seeking an experienced International Estate Planning Attorney with 5 years’ experience. This position can be based in our Stamford, Greenwich or West Hartford offices or Naples, Bonita Springs or Palm Beach Gardens, Florida offices.

Desired Qualifications:

Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York or Florida bars

Advising U.S. clients:

• with foreign assets on the proper structures to hold those assets, to minimize U.S. taxes and coordinating with foreign counsel.
• in structuring estate plan documents to benefit foreign beneficiaries.
• who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
• on renouncing U.S. citizenship or abandoning long-term permanent residency

on structuring ownership in foreign businesses to minimize U.S. tax

Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel

Administering estates of U.S. individuals who own foreign assets

Advising foreign clients:

• in structuring investments in the U.S., including the acquisition of real estate
• in tax efficient structures to transfer assets to U.S. beneficiaries

on pre-immigration planning

Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel

Administering estates of foreign individuals who own U.S. assets

Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.

REQUIRED: Please email a cover letter, resume and transcripts.

• Base Salary Range commensurate with experience, plus bonus potential and equity partner consideration

Diverse candidates are highly encouraged to apply.

AA/EOE

Work Remotely

• No

Job Type: Full-time

Pay: From $185,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Doctorate (Required)

Experience:

• Legal: 5 years (Preferred)

License/Certification:

• Connecticut Bar License and/or Florida Bar License (Preferred)

Work Location: In person