Experience
3 yrs required
Location
Cleveland, OH, United States
Posted on
Nov 30, 2022
Profile
Personal & Succession Planning Associate
The ideal candidate must possess at least three years of experience in one or more of the following areas: estate planning for high net worth and ultra-high net worth families, private trust companies and family offices, business succession planning, and charitable giving strategies and private foundations. Candidates must possess outstanding academic credentials and work experience, a strong work ethic, excellent drafting and communication skills, be highly organized, and possess the desire to grow as a leader in this space. An LL.M. in Taxation is a plus.
Company info
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