Does anyone have advice on how to break into the field as a new graduate? I am completing a masters degree in Trust and Wealth Management. I want to work with complex and sophisticated trusts, transfer taxes, family limited partnerships. Any advice is greatly appreciated!

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Financial advisors and planners are a great referral source and resource. Maybe the school has some alumni you can take to lunch?

It’s hard in the beginning but you realize when your 4 to 5 years out that very few people can do this work and you be come more appealing to firms because your specialty, if you want to be big in this field you need your llm in taxation

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Welcome everyone! Let’s get to know each other 😊 what city do you practice in? And what’s your favorite thing about estate planning?

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I’m a new associate to a T&E group, partner goes away on vacation and leaves me with a 706 to review and sign. The family is very wealthy. Decedent married for 60 years. Partner says it’s “just a DSUE election, decedent was ill for years, no assets.” Provides no records. Not even an admission the decedent owned a toothbrush. So I looked up the decedent’s home - it’s a joint asset. Partner was “surprised”, and still insists “no other assets”. I found file references to art and antiques.

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