Cummings & Lockwood

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PROBATE PARALEGAL - BONITA SPRINGS, FL OFFICE

Cummings & Lockwood LLC seeks an experienced Probate Paralegal to join our Private Clients Group in our Bonita Springs office.  The candidate should have experience in handling probate and trust administration matters. Only qualified candidates will be considered and contacted for an interview.

Candidate must be comfortable making independent judgments, and must have probate and estate settlement experience. Position reports to the Partners in the Trust & Estates Department.  Regular duties of the role include, but are not limited to, the following items:

  • Prepare pleadings to file with the court to initiate an estate or guardianship proceeding
  • Monitor and maintain the estate administration, trust administration and guardianship files
  • Review estate planning documents, including the Will and Trust documents
  • Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc.
  • Prepare memorandums and correspondence
  • Conference with attorneys, clients, beneficiaries and family members
  • Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
  • Gather information regarding the assets and debts of an estate and/or trust
  • Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
  • Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns
  • Legal research regarding issues with an estate or guardianship
  • Locate beneficiaries of an estate or trust, if necessary
  • Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Vision insurance

Schedule:

  • Monday to Friday  (40 hour week schedule)

Supplemental Pay:

  • Eligible for Bonus pay based on performance

Experience:

  • Paralegals & Legal Assistants: 3 years (Required)

Work Location:

  • One location  Bonita Springs, Florida

Please email cover letter, resume and transcripts to mdiaz@cl-law.com.  AA/EOE

 

ESTATE ADMINISTRATOR - GREENWICH, CT OFFICE

Cummings & Lockwood LLC seeks a Estate Administrator to join our Private Clients Group in our Greenwich Office.

Summary of Responsibilities

1. Under direction of supervisor, assist with all aspects of administration of an estate or trust:

  • preparing probate papers
  • opening and maintaining estate and trust accounts
  • inventory, value and collect assets
  • maintaining checking account: pay bills, keep track of account balances, maintain checkbook
  • prepare balance sheet/cash requirements memorandum
  • distribution of assets to beneficiaries
  • communicating (verbally and in writing) with clients, attorneys, executors, trustees, banks, etc. regarding estate and trust matters

2.  Clerical tasks related to above responsibilities: filing, photocopying, faxing, mailing

3. Ongoing administration of Trusts:

  • maintain checking account: pay bills, keep track of account balances, maintain checkbook
  • administer distributions to beneficiaries, trustee fees and other expenses

Specific Skills Required:

  • Heavy client, attorney and third party contact requires excellent communication skills, both written and oral.
  • Organized and detail oriented. Time management skills are important given the large number of estates and trusts under administration.
  • Computer skills, including knowledge of programs (Excel, Word, Outlook) and databases (Westlaw or Lexis/Nexis).
  • Knowledge of forms used in the probate process

Job Requirements (including experience & education):

Punctuality and attendance a must, available for overtime outside the established 35-hour work week as required. Professional dress and demeanor in a law office setting. BA or BS degree.

Please email cover letter, resume and transcripts to bartinian@cl-law.com.  AA/EOE

 

CHARITABLE PLANNING ATTORNEY - CONNECTICUT OR FLORIDA OFFICES

Cummings & Lockwood is currently seeking an experienced Charitable Planning Attorney with 6+ years’ experience.  This position can be based in one of our Connecticut offices (Stamford, Greenwich or West Hartford) or Florida offices (Naples, Bonita Springs or Palm Beach Gardens).

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
  • Structuring and formation of charitable organizations, including public charities and private foundations
  • Preparing and administering charitable remainder trusts and charitable lead trusts
  • Preparing applications for tax-exempt status
  • Reviewing income tax returns for charitable entities
  • Advising charitable organizations and charitable entities on all aspects of administration and governance
  • Advising individuals on charitable deductions and the structure of charitable gifts
  • Partners, Counsel and Senior Associates are encouraged to apply
  • Base Salary Range:   commensurate with experience, plus bonus potential and equity partner consideration

Diverse candidates are highly encouraged to apply.  Please email cover letter, resume and transcripts in confidence to Bonnie Artinian at bartinian@cl-law.com.  AA/EOE

 

CORPORATE TAX ATTORNEY - STAMFORD OR WEST HARTFORD OFFICE 

Cummings & Lockwood is currently seeking an experienced Tax Attorney with some level of portable business for its Stamford, Connecticut office.  The candidate will be a member of the Corporate & Finance Group and provide support to the firm’s Private Clients Group, as well as its Family Office & Closely Held Business Group.

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 bars
  • Six years or more of professional experience advising affluent individuals and families, their trusts, closely held businesses, investment entities and foundations and/or other public or private enterprises and charitable organizations with respect to a broad range of tax planning matters and transactions
  • Strong experience advising on tax structuring for mergers, acquisitions and other business combinations and divestitures, as well as corporate taxation at the federal, state and local levels
  • Strong experience with private client tax services, including personal income taxation, trust taxation, estate and gift taxation, charitable taxation, flow through entities and partnership taxation
  • Strong analytical skills, as well as excellent verbal and written communication skills, including the ability to research, interpret and articulate complex tax law
  • Superior client service skills with the ability to develop, maintain and grow outstanding client relationships
  • Partners, Counsel and Senior Associates are encouraged to apply
  • Base Salary Range:  commensurate with experience, plus bonus potential and equity partner consideration

Diverse candidates are highly encouraged to apply.  Please email cover letter, resume and transcripts in confidence to Bonnie Artinian at bartinian@cl-law.com.  AA/EOE

 

COMMERCIAL ATTORNEY - STAMFORD, CT OFFICE

Cummings & Lockwood is currently seeking an experienced Commercial Attorney with some level of portable business for its Stamford, Connecticut office.  

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 bars
  • Six years or more of professional experience advising affluent families, family offices, closely held businesses or other business enterprises in some or all of the following areas:
    • Commercial transactions including licensing agreements, joint ventures. purchase and sale transactions business combinations and divestitures
    • Drafting and negotiation of employment contracts and separation agreements
    • Entity formation, including partnerships, limited liability companies (LLCs), limited liability partnerships (LLPs), the negotiation and drafting of joint ventures and shareholder agreements
    • Corporate governance
    • ­Evaluating and undertaking different types of investments, including investments in private equity and hedge funds, angel and venture capital investing, and direct company investments
  • Experience with sports and entertainment transactions, including film, music and endorsement transactions is a plus, but not required
  • The ideal candidate will have broad experience and the willingness to work in a broad variety of commercial and corporate and investment projects
  • Partners, Counsel and Senior Associates are encouraged to apply
  • Base Salary Range commensurate with experience, plus bonus potential and equity partner consideration 

Diverse candidates are highly encouraged to apply.  Please email cover letter, resume and transcripts in confidence to Bonnie Artinian at bartinian@cl-law.com.  AA/EOE

 

COMMERCIAL ASSOCIATE - STAMFORD, CT OFFICE

Cummings & Lockwood is currently seeking a Commercial Associate for its Stamford, Connecticut office.

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 bars
  • Three years of professional experience advising affluent families, family offices, closely held businesses or other business enterprises in some or all of the following areas:
    • Commercial transactions including licensing agreements, joint ventures. purchase and sale transactions business combinations and divestitures.
    • Drafting and negotiation of employment contracts and separation agreements.
    • Entity formation, including partnerships, limited liability companies (LLCs), limited liability partnerships (LLPs), the negotiation and drafting of joint ventures and shareholder agreements
    • Corporate governance.
    • Evaluating and undertaking different types of investments, including investments in private equity and hedge funds, angel and venture capital investing, and direct company investments.
  • Experience with sports and entertainment transactions, including film, music and endorsement transactions is a plus, but not required.
  • The ideal candidate will have broad experience and the willingness to work in a broad variety of commercial and corporate and investment projects.
  • Salary commensurate with experience.

Diverse candidates are highly encouraged to apply.  Please email cover letter, resume and transcripts in confidence to Bonnie Artinian at bartinian@cl-law.com.  AA/EOE

 

FIDUCIARY TAX ACCOUNTANT -  NAPLES AND BONITA SPRINGS, FL OFFICES

Our Naples and Bonita Springs, Florida offices seek full-time Fiduciary Tax Accountants with an extensive knowledge of Trusts & Estates practice. General knowledge of law firm practice and procedure is required.

Summary of Responsibilities

  • Identifies, collects, analyzes, abstracts, organizes and maintains facts and documents in accordance with correct legal practice and procedure
  • Identifies, collects, analyzes, abstracts, organizes and maintains financial statements and spreadsheets related to client investments
  • Develops and maintains working relationships with clients and personnel both inside and outside the firm to obtain and clarify information needed to substantiate facts, identify documents and otherwise support legal actions
  • Develops, implements and maintains tracking and accounting systems for sophisticated client investments to facilitate preparation of U.S. trust tax returns
  • Organizes and maintains information, facts, records and other documents necessary to support legal actions
  • Assists in analysis of legal proceedings to identify problems, needs and procedures

Primary Responsibilities & Essential Functions of the Job

  • Prepare federal and state death tax returns
  • Prepare federal and state income tax returns for decedent's estates, testamentary and inter vivos trusts
  • Prepare individual, fiduciary, partnership and non-profit organization tax returns
  • Prepare gift tax returns
  • Prepare estate and trust probate accountings
  • Prepare related filings, planning and analysis for all accountings and returns
  • Trust and estate administration
  • Verbal and written communications with clients, trustees, banks, etc.
  • Track due dates and see that returns and accountings are filed timely or extended where applicable

Specific Skills Required

  • Knowledge of accounting and trust procedures
  • Knowledge of individual, partnership and corporate balance sheets
  • Knowledge of the legal functions used in the processing of trusts and estates
  • Ability to develop, organize and maintain electronic data collection
  • Ability to effectively manage case materials
  • Proficient in MSExcel

Email cover letter and resume to bartinian@cl-law.com.  AA/EOE