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Estate Planning Associate
Company name
Bailey Cavalieri LLC
Experience
3-5 yrs required
Location
Columbus, OH, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Dec 04, 2022
Profile
Estate Planning Associate
The candidate should have 3-5 years of experience drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding-related documents, as well as advanced planning tools including IDGTs, QPRTs, ILITs, SLATs, and LLCs. Should be hard working, goal-oriented, motivated to learn and become a valuable collaborator who recognizes the potential for growth within the Firm. Strong academic credentials. Sound working knowledge of estate planning, succession planning, and tax laws related to wealth transfer. Excellent written and oral communication skills; capacity to convey complex estate planning topics to clients and advisors. Ability to work both independently and collaboratively. Thorough project management skills and ability to work with multiple attorneys on a variety of assignments. Organized, exceptional attention to detail, efficient, and collegial with a superb work ethic. Robust legal research skills. Desire to represent the Firm with integrity and professionalism.
Additional Information
Send CV.
Company info
Bailey Cavalieri LLC
Becky Hartman
One Columbus, 10 West Broad Street Suite 2100
Columbus
Ohio
United States 43215
Website : http://www.baileycav.com/
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