Estate and Succession Planning Associate

BCG Attorney Search; Niles (MI); On-site; USD 110,000 - 170,000; Full time

Job summary

BCG Attorney Search in Niles, MI seeks an Estate and Succession Planning Associate to advise clients and draft documents such as wills, trusts, powers of attorney, and health care directives.

The role focuses on estate and gift tax, GST tax, and business succession planning for individuals and families, with opportunities to engage in client development and partner-level support.

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 accurately.
• Organizational and project management skills.
• Proficiency with online legal research tools.

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

Written & oral communication

Organization & project mgmt

Legal research

Independent judgment

Client relations

Business development

Education

Law degree from accredited school

Job description

Job Overview

A law firm seeks an Estate and Succession Planning Associate in Niles, 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 accurately.
• Organizational and project management skills.
• Proficiency in online legal research services and other legal resources.
• 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