Mid-Level Personal And Succession Planning Associate Attorney
Company name
BCG Attorney Search
Experience
2-5 yrs required
Location
Columbus, OH, United States
Posted on
Jun 12, 2024
Valid Through
Jul 12, 2024
Profile
Job Overview:
A law firm in Columbus, OH, seeks a Mid-Level Personal and Succession Planning Associate Attorney. The ideal candidate will have a minimum of 3 years of experience in estate planning for high-net-worth and ultra-high-net-worth families, private trust companies and family offices, business succession planning, charitable giving strategies, and private foundations. The candidate must possess exceptional academic credentials, a strong work ethic, excellent drafting and communication skills, and the desire to grow as a leader in this field. An LL.M. in Taxation is a plus.
Duties:
Provide comprehensive estate planning services for high-net-worth and ultra-high-net-worth families.
Advise and manage private trust companies and family offices.
Develop and implement business succession planning strategies.
Create and administer charitable giving strategies and establish private foundations.
Draft and review complex legal documents related to personal and succession planning.
Collaborate with clients to understand their goals and tailor plans to meet their needs.
Conduct legal research and analysis to support client needs and case development.
Represent clients in negotiations and legal proceedings.
Stay updated on changes in laws and regulations affecting personal and succession planning.
Mentor junior associates and support staff.
Build and maintain strong client relationships and seek opportunities for business development.
Requirements:
Minimum of 3 years of experience in estate planning, private trust companies, family offices, business succession planning, and charitable giving strategies.
Outstanding academic credentials.
Proven work experience in a law firm or related environment.
Strong work ethic and commitment to client service.
Excellent drafting, negotiation, and communication skills.
Highly organized with the ability to manage multiple priorities and deadlines.
Demonstrated leadership potential and the desire to grow in this practice area.
Education:
Juris Doctor (J.D.) from an accredited law school.
LL.M. in Taxation is a plus.
Certifications:
Admitted to practice law in Ohio or eligible for admission.
Skills:
Deep understanding of estate planning, business succession, and charitable giving laws and regulations.
Proficient in legal research and analysis.
Strong interpersonal and client relationship management skills.
Excellent problem-solving and critical-thinking abilities.
Ability to work both independently and as part of a team.
High attention to detail and accuracy in work.
Proficiency in legal software and technology tools used in practice management.
Location:
Columbus, OH
Company info
BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone :
(312) 321-9411
Fax :
(213) 895-7306
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