Estate and Succession Planning Associate

BCG Attorney Search; Lansing (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

BCG Attorney Search is assisting a Lansing, MI law firm in recruiting an Estate and Succession Planning Associate to advise clients and draft Wills, Trusts, Powers of Attorney, and Health Care Directives, with a focus on estate planning and related tax matters.

The ideal candidate will be a JD graduate from an accredited law school, admitted to the Michigan State Bar (or eligible for prompt admission), and possess excellent written and oral communication, organizational, and business development

Qualifications

• Knowledge of 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.
• Sound and independent judgment.
• Ability to work independently with minimal supervision.
• 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 experience

Education

Graduate of an accredited law school

Tools

Online legal research

Job description

Job OverviewA law firm seeks an Estate and Succession Planning Associate in Lansing, 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