Estate and Succession Planning Associate

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

Job summary

BCG Attorney Search in South Haven, 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 while supporting partner-level attorneys.

You will meet with clients to understand wishes, prepare Wills, Trusts, Powers of Attorney, and Health Care Directives; advise on tax matters for high-net-worth individuals; and participate in probate administration and related filings.

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.
• Strong organizational and project management skills.
• Ability to work independently with minimal supervision.
• Experience managing client relationships and contributing to business development efforts.

Responsibilities

• Meet with clients to understand 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 probate filings and attending probate hearings.

Skills

Estate planning experience

Education

JD degree

Job description

Job Overview

A law firm seeks an Estate and Succession Planning Associate in SouthHaven. 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 probate 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.