Private Client International Trusts & Estates Planning Associate / Attorney - All Offices
About the role
Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 5 years of international tax and estate planning experience to join its growing team, which can be based in any of the firm's offices. The role involves advising on international tax matters and cross‑border planning strategies for high‑net‑worth international families and their closely held businesses, developing sophisticated estate planning and tax‑efficient restructuring solutions, managing complex international planning matters, collaborating across practice areas, and providing practical, business‑oriented advice to clients with global interests. Day Pitney’s Trusts & Estates Practice is nationally recognized, holding a Band 1 ranking in the Chambers High Net Worth Guide since 2016 and consistently ranked among the top trusts & estates practices by Chambers and Partners and U.S. News – Best Lawyers® Best Law Firms®, with multiple Fellows of the American College of Trust and Estate Counsel (ACTEC). The firm serves clients across 13 offices in Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island and Washington, DC, and provides multidisciplinary support through its Family Office team.
Responsibilities
- Advising on international tax matters and cross‑border planning strategies that address complex multi‑jurisdictional tax and legal considerations.
- Developing sophisticated estate planning and tax‑efficient restructuring solutions for high‑net‑worth international families and their closely held businesses.
- Managing complex international planning matters.
- Collaborating effectively with colleagues across practice areas.
- Providing practical, business‑oriented advice to clients with global interests.
- Handling tax compliance and reporting obligations for individuals and entities with cross‑border interests.
- Addressing cross‑border estate administration issues including Form 706‑NA.
Requirements
- Minimum of 5 years of demonstrated experience in sophisticated international tax and estate planning matters.
- Strong technical expertise.
- Excellent analytical and writing skills.
- Ability to independently produce high‑quality client‑facing work product.
- Member in good standing in the jurisdiction where you plan to practice.
- Experience in foreign grantor trust planning.
- Experience in foreign nongrantor trust restructuring with US beneficiaries.
- Experience in pre‑immigration and expatriation planning.
- Experience in international income tax matters including planning with CFCs and PFICs.
- Experience planning for foreigners to mitigate US gift, estate, and generation‑skipping transfer taxes.
- Experience in tax‑efficient ownership and restructuring of closely held businesses outside the United States.
- Experience planning related to U.S. real estate investments by non