Estate Tax and Business Succession Planning Attorney

Profile

Job Overview

A law firm seeks a highly skilled Estate Tax and Business Succession Planning Attorney in Omaha, Nebraska. This position is ideal for an attorney with expertise in complex estate tax matters, closely held business structures, and succession planning for high-net-worth individuals and business owners. The role involves collaborating with family-owned businesses, executives, and entrepreneurs to design tax-efficient plans that preserve wealth across generations.

Duties

• Advise clients on estate, gift, and generation-skipping transfer (GST) tax strategies.
• Develop and implement comprehensive business succession plans for family-owned and closely held businesses.
• Structure and draft estate planning documents, including complex trusts.
• Coordinate with clients' financial advisors, accountants, and other professionals to deliver integrated planning solutions.
• Analyze and plan for liquidity needs and tax liabilities personally and related to business interests.
• Assist with lifetime gifting strategies, intra-family transfers, entity restructuring, and charitable planning.
• Stay current on federal and state tax law developments impacting estate and succession planning.

Requirements

• J.D. from an accredited law school.
• LL.M. in Taxation preferred but not required.
• CAP designation preferred but not required.
• Active bar membership required in one, but preferred in more, of the following: Nebraska, Iowa, and/or South Dakota.
• 5-10+ years of experience in estate tax planning, business succession planning, or a related field.
• Deep understanding of federal estate, gift, and GST tax laws.
• Familiarity with business entity structures and ownership transfer mechanisms.
• Excellent drafting, analytical, and communication skills.
• Ability to build strong relationships with high-net-worth clients and business owners.
• Proven ability to manage complex planning projects independently or as part of a team.

Education

• J.D. from an accredited law school.

Certifications

• LL.M. in Taxation preferred but not required.
• CAP designation preferred but not required.

Skills

• Excellent drafting, analytical, and communication skills.
• Ability to build strong relationships with high-net-worth clients and business owners.
• Proven ability to manage complex planning projects independently or as part of a team.

Benefits

• Benefits are not explicitly listed in the source.

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306