Trusts and Estates Partner

BCG Attorney Search; Sterling Heights (MI); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Collaborative team environment

Opportunities for professional growth

Community initiatives engagement

Job summary

BCG Attorney Search is seeking an experienced Trusts & Estates Partner to join a Sterling Heights, Michigan practice with a portable book of business. The role involves collaborating with attorneys and paralegals to provide comprehensive estate planning, probate administration, and trust services to high-net-worth clients.

Ideal candidates hold a JD from an ABA-accredited school, are licensed in Michigan, and bring a strong track record in estate planning, tax, and fiduciary matters, along with

Qualifications

• Strong foundation in estate planning, tax, probate, and trust law.
• Experience with high net worth clients and complex estates.
• Excellent drafting and analytical abilities.

Responsibilities

• Develop comprehensive estate plans tailored to client needs.
• Advise on tax implications and minimization strategies.
• Manage probate proceedings and asset distribution.
• Administer trusts in accordance with laws and agreements.
• Identify and pursue business development opportunities.

Skills

Estate planning

Tax law

Probate law

Trust law

Client communication

Education

Juris Doctor (ABA-accredited)

Job description

Job Overview

A law firm seeks an experienced Trusts and Estates Partner with a portable book of business to join their practice in Sterling Heights, MI. The successful candidate will collaborate with a team of attorneys and paralegals to provide comprehensive estate planning and trust administration services.

Duties

• Develop comprehensive estate plans tailored to clients' needs and goals.
• Advise clients on tax implications and strategies to minimize liabilities.
• Handle probate processes, including court proceedings and asset distribution.
• Manage and administer trusts in compliance with laws and agreements.
• Identify and pursue business development opportunities.

Requirements

• Strong foundation in estate planning, tax law, probate law, and trust law.
• Experience with high net worth families and complex estate planning.
• Proficiency in estate and gift tax planning, including CRUTS, SLATS, GRATS, FLPs, QPRTs, IDGTs, ILITs.
• Experience in succession planning, fiduciary accounting, and tax preparation.
• Excellent communication skills for explaining complex legal concepts.
• Strong analytical and problem-solving skills.
• Precision in drafting legal documents.
• Experience mentoring junior attorneys.

Education

• Juris Doctor from an ABA accredited law school.

Certifications

• Licensed and in good standing to practice law in the state of Michigan.

Skills

• Active listening and client-focused legal advice.
• Discretion and professionalism in handling sensitive information.

Benefits

• Collaborative team environment.
• Opportunities for professional growth and development.
• Engagement in community initiatives.