Family Wealth Planning Associate

Profile

Job Overview:
A well-established law firm is seeking a highly motivated Family Wealth Planning Associate to join its expanding Trusts & Estates team. This role offers the opportunity to work closely with a group of experienced attorneys while managing complex estate planning and administration matters. The ideal candidate will be a self-driven professional with a deep understanding of estate and gift tax law, strong communication skills, and a desire to grow within the firm, with a clear path toward partnership.

Location:

• Columbus, Ohio

Duties:

• Manage and independently handle estate planning matters including:

  • A/B trust plans

  • Irrevocable Life Insurance Trusts (ILITs)

  • Gift Trusts and Irrevocable Grantor Trusts

  • Private Settlement Agreements

  • All stages of estate administration

  • Guardianships (person and estate)

  • Gift tax return preparation

  • Federal estate tax return preparation (including portability elections)

• Cultivate and maintain client relationships through excellent service and consistent communication

• Network and engage in business development to attract new clients and referral sources

• Participate in public speaking events and contribute to educational content such as newsletters and seminars

• Collaborate with the firm's Family Wealth Planning team to ensure quality and consistency across matters

• Engage actively with the local probate bar and support the practice’s community involvement efforts

Requirements:

• Minimum of 5 years of experience in trusts and estates law

• Demonstrated ability to manage complex matters independently

• Client-service orientation with a proactive approach to relationship development

• Active participation in relevant professional or community organizations

Education:

• Juris Doctor (JD) from a nationally accredited law school

Certifications:

• Licensed to practice law in the state of Ohio (required)

Skills:

• Proficiency in estate and gift tax return preparation

• Strong research, writing, and legal analysis capabilities

• Detail-oriented with exceptional organizational and time management skills

• Experience or familiarity with fiduciary income tax and/or probate litigation (preferred)

• Entrepreneurial mindset with a passion for business development

• Effective communicator and team collaborator

Benefits:

• Competitive salary (commensurate with experience)

• Comprehensive benefits package

• Supportive work environment with a collaborative team culture

• Mentorship and advancement opportunities, including a clear partnership track

• Professional development through public speaking, bar involvement, and educational outreach

Company info

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