Family Wealth Planning Associate

Profile

Job Overview:
A growing law firm is seeking a motivated and detail-oriented Family Wealth Planning Associate to join its trusts and estates practice. The successful candidate will collaborate with a talented team and have opportunities to grow professionally, with the potential for partnership. This position offers the chance to manage a variety of estate planning and administration matters, as well as build and maintain client relationships. The role presents a fantastic opportunity for professional development through mentorship, business development, and leadership in the community.

Location:

• Columbus, OH

Duties:

• Cultivate and maintain relationships with current clients while attracting new clients through networking and marketing activities.
• Independently manage all aspects of the following areas:
  • A/B trust plans
  • Irrevocable Life Insurance Trusts
  • Gift Trusts
  • Irrevocable Grantor Trusts
  • Private Settlement Agreements
  • Estate administration processes
  • Guardianships (both person and estate)
  • Gift tax return preparation
  • Federal estate tax return preparation (including portability)
• Develop and maintain relationships with referral sources and clients.
• Participate in public speaking engagements, contribute to newsletters, and support marketing and business development efforts.
• Collaborate with the Family Wealth Planning team on cases and client matters.

Requirements:

• Juris Doctor (J.D.) from an accredited law school.
• Licensed to practice law in the state of Ohio.
• At least five (5) years of experience in trusts and estates law.
• Experience with estate and gift tax return preparation; fiduciary income tax and probate litigation experience are a plus.
• Active involvement in the local probate bar or other relevant legal associations.
• Strong research, legal writing, organizational, and case management skills.
• Ability to manage complex matters independently and work effectively in a team environment.
• Entrepreneurial mindset for developing new client relationships.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• Licensed to practice law in the state of Ohio.

Skills:

• Expertise in trusts and estates law, including estate and gift tax return preparation.
• Strong research, writing, and organizational skills.
• Ability to handle complex legal matters independently.
• Ability to work collaboratively in a team environment.
• Entrepreneurial approach to business development and client relationships.

Benefits:

• Competitive salary and benefits package.
• Mentorship and professional development opportunities.
• Potential for partnership.
• Opportunities for public speaking, bar association service, and educational activities in the community.

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306