Estate and Succession Planning Attorney

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

Job summary

BCG Attorney Search is looking for an Estate and Succession Planning Attorney in Saint Joseph, Michigan. The role requires advising clients on estate planning and drafting various legal documents including Wills and Trusts. Candidates should possess strong organizational skills, experience in estate administration, and knowledge of tax matters.

The ideal applicant will have a graduate degree from an accredited law school and must be admitted to the Michigan State Bar or be eligible for prompt admission. A portable book of business is preferred but not mandatory.

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.

Responsibilities

• Meet with clients to understand their wishes and draft estate planning documents.
• Advise on estate, gift, GST tax, and income tax matters.
• Engage in estate administration, preparing probate documents and attending hearings.

Skills

Estate planning knowledge

Tax advisory skills

Organizational skills

Presentation skills

Legal research proficiency

Education

Graduate of an accredited law school

Job description

Job Overview

A law firm seeks an Estate and Succession Planning Attorney in Saint Joseph, 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, 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 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

Experience in complex estate planning matters.

Experience

A portable book of business is preferred but not required.