What are the responsibilities and job description for the Trusts & Estates Associate position at Fawkes IDM?

Responsibilities

Provide legal advice and guidance on a wide range of tax and trust planning matters.
Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
Manage and maintain accurate case files and legal documentation.
Participate in the development and delivery of training programs related to tax, trust, and estate matters.
Keep abreast of legal developments and changes in tax and estate laws and regulations.

Juris Doctorate degree from an accredited law school.
Active license to practice law in the state
At least 3 years of experience in tax and trust planning, wealth management, and estate planning.
Strong analytical and critical thinking skills.
Excellent written and verbal communication skills.
Ability to manage multiple projects and deadlines.
Strong attention to detail and organizational skills.

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