Estate and Succession Planning Associate

BCG Attorney Search; Troy (MI); On-site; USD 85,000 - 125,000; Full time

Job summary

BCG Attorney Search in Troy, MI seeks an Estate and Succession Planning Associate to advise clients and draft documents for estate planning, tax, and business succession while supporting partner attorneys.

The role involves meeting clients, drafting Wills/Trusts/Power of Attorney, and handling estate administration and probate matters with independence and professional judgment.

Qualifications

• 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.
• Sound and independent judgment.

Responsibilities

• Meet with clients to understand their wishes and draft wills, trusts, and powers of attorney.
• Advise on estate, gift, GST tax, and income tax matters for mid to high-net-worth individuals and families.
• Engage in estate administration, including tax returns, probate documents, and probate hearings.

Skills

Estate planning

Legal writing

Client relations

Independent work

Education

Juris Doctor (JD)

Job description

Job Overview

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

Duties

• Meet with clients to understand their wishes and draft documents such as Wills, Trusts, and Powers of Attorney.
• 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 tax returns and 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.

Benefits