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BCG Attorney Search

Mid-Level Personal And Succession Planning Associate Attorney

BCG Attorney Search, Cleveland, Ohio, us, 44101


Mid-Level Personal And Succession Planning Associate Attorney

Company Name:

BCG Attorney SearchExperience:

2-5 yrs requiredLocation:

Cleveland, OH, United StatesPosted on:

Jun 12, 2024Valid Through:

Jul 12, 2024Job Overview:

A law firm is seeking a skilled Mid-Level Personal and Succession Planning Associate Attorney to join its team in Cleveland, OH. The ideal candidate will have at least three years of experience in estate planning for high- and ultra-high-net-worth families, private trust companies and family offices, business succession planning, charitable giving strategies, and private foundations. This position requires outstanding academic credentials, strong work experience, and a desire to grow as a leader in the field.Job Duties:Advise clients on estate planning, including wills, trusts, and other legal documents.Develop and implement strategies for business succession planning.Provide legal counsel to private trust companies and family offices.Assist clients with charitable giving strategies and establishing and managing private foundations.Draft, review, and negotiate complex legal documents related to personal and succession planning.Conduct legal research and analysis on issues about estate planning, tax implications, and related matters.Collaborate with other attorneys and legal professionals to provide comprehensive legal services.Stay current with changes in laws and regulations affecting estate and succession planning.Build and maintain client relationships, ensuring high-quality and responsive legal services.Requirements: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.Outstanding academic credentials from a reputable law school.Proven work experience in a similar role within a law firm or legal setting.Strong work ethic and professional integrity.Excellent drafting and communication skills.Highly organized and detail-oriented.Ability to work independently and as part of a team.Strong analytical and problem-solving skills.Education:Juris Doctor (JD) degree from an accredited law school.LL.M. in Taxation is a plus.Certifications:Licensed to practice law in the state of Ohio.Additional certifications in estate planning or related fields are advantageous.Skills:Expertise in estate planning, business succession planning, and charitable giving strategies.Strong legal research and analytical skills.Excellent written and verbal communication abilities.Proficiency in legal document drafting and review.Strong organizational and time management skills.Ability to build and maintain strong client relationships.Leadership potential and a desire to grow in the field.Company Info:BCG Attorney Search200 South Wacker Drive, 31st FloorChicago, Illinois, United States 60606Phone:

(312) 321-9411Fax:

(213) 895-7306

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