Estate and Succession Planning Associate

BCG Attorney Search; Detroit (MI); On-site; USD 120,000 - 180,000; Full time

Job summary

BCG Attorney Search in Detroit, MI seeks an Estate and Succession Planning Associate to advise clients and draft documents related to estate planning, estate and gift tax, and business succession planning, supporting partner-level attorneys.

The successful candidate will meet with clients, prepare Wills, Trusts, Powers of Attorney and Health Care Directives, advise on tax matters for high-net-worth families, and participate in estate administration and probate matters.

Qualifications

• Experience in estate planning, estate and gift tax, and business succession planning.
• Strong written and oral communication skills.
• Ability to summarize complex problems and propose solutions.
• Excellent organizational and project management skills.
• Proficient with online legal research services.
• Sound, independent judgment and ability to work with minimal supervision.
• Ability to manage new and existing client relationships.
• Involvement in business development activities.

Responsibilities

• Meet with clients to understand their wishes and draft documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives.
• Advise on estate, gift GST tax, and income tax matters for mid to high-net-worth individuals and families.
• Engage in estate administration, including preparing and filing probate documents and attending hearings.

Skills

Estate planning

Tax knowledge

Research skills

Communication skills

Organization

Judgment

Independent work

Client relationships

Business development

Education

Juris Doctor (JD)

Tools

Online legal research tools

Job description

Job Overview

A law firm seeks an Estate and Succession Planning Associate in Detroit, MI. The role involves advising clients and drafting legal documents related to estate planning, estate and gift tax, and business succession planning, while supporting partner-level attorneys.

Duties

• Meet with clients to understand their wishes and draft documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives.
• Advise on estate, gift, GST tax, and income tax matters for mid to high-net-worth individuals and families.
• Engage in estate administration, including preparing and filing probate documents and attending hearings.

Requirements

• Knowledge in estate planning, estate and gift tax, and business succession planning.
• Excellent written and oral presentation skills.
• Ability to summarize complex problems and propose solutions.
• Organizational and project management skills.
• Proficient in online legal research services.
• Sound and independent judgment.
• Ability to work independently with minimal supervision.
• Manage new and existing client relationships.
• Involvement in business development activities.

Education

Graduate of an accredited law school.

Certifications

• Admitted to the Michigan State Bar, or eligible for prompt admission.

Skills

• Significant experience in complex estate planning matters.

Benefits