Trusts and Estates Associate

BCG Attorney Search; Valparaiso (IN); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Long-term professional growth

Job summary

BCG Attorney Search represents a law firm seeking a Trusts and Estates Associate in Valparaiso, IN. The role focuses on sophisticated estate planning and trust administration for high-net-worth clients, with a partnership track in a collaborative team.

Key responsibilities include drafting documents, client conferences, tax returns, and coordination with paralegals and fiduciary accountants. Requires 9 years of trusts and estates experience and IN Bar admission; JD is mandatory with LL.M.

Qualifications

• JD required; LL.M. preferred.
• Indiana Bar admission or willingness to be admitted.
• 9 years of experience in trusts and estates.
• Experience with high net worth individuals and families.

Responsibilities

• Participate in client conferences and draft estate planning documents.
• Collaborate with paralegals, fiduciary accountants, and attorneys in probate and trust administration.
• Prepare and review gift, estate, and fiduciary income tax returns.
• Conduct tax research and assist with charitable planning.

Skills

Excellent academics

Writing & communication

Education

Juris Doctor (JD)

LL.M. in Taxation or Estate Planning

Job description

Job Overview

A law firm seeks a Trusts and Estates Associate for its Valparaiso, IN office. This position offers a partnership track within a collaborative team, focusing on sophisticated estate planning and trust administration for high net worth clients.

Duties

• Participate in client conferences and draft estate planning documents.
• Collaborate with paralegals, fiduciary accountants, and attorneys in probate and trust administration.
• Prepare and review gift, estate, and fiduciary income tax returns.
• Conduct tax research and assist with charitable planning.

Requirements

• 9 years of experience in trusts and estates.
• Experience with high net worth individuals and families.
• IN Bar admission or willingness to become admitted.

Education

• Juris Doctor (JD) degree.
• LL.M. in Taxation or Estate Planning preferred.

Certifications

• IN Bar admission.

Skills

• Excellent academic credentials.
• Exceptional writing and oral communication skills.

Benefits

• Long-term professional growth opportunity.