Mid-Level Personal And Succession Planning Associate Attorney

Job Overview

A law firm is seeking a highly skilled and motivated Mid-Level Personal and Succession Planning Associate Attorney to join their team in Cincinnati, OH. The ideal candidate will have a minimum of 3 years of experience in estate planning for high-net-worth and ultra-high-net-worth families, private trust companies and family offices, business succession planning, charitable giving strategies, and private foundations. This position requires exceptional academic credentials, a strong work ethic, and the ability to communicate effectively and draft precise legal documents. An LL.M. in Taxation is preferred.

Job Description

Duties:

• Advise clients on estate planning, including drafting wills, trusts, and other legal documents to ensure the effective transfer of wealth.
• Provide counsel on business succession planning to ensure smooth transitions and continuity for family-owned businesses.
• Assist clients with the formation and operation of private trust companies and family offices.
• Develop and implement charitable giving strategies, including establishing and managing private foundations.
• Conduct thorough legal research and analysis to support client needs and firm objectives.
• Collaborate with other attorneys, paralegals, and support staff to provide comprehensive legal services.
• Maintain up-to-date knowledge of relevant laws, regulations, and industry trends.
• Participate in client meetings, presentations, and negotiations.
• Foster and maintain strong client relationships through consistent communication and high-quality service.

Requirements:

• Minimum of 3 years of relevant legal experience in estate planning, business succession planning, and charitable giving.
• Outstanding academic credentials, including a Juris Doctor (JD) degree from an accredited law school.
• Admission to the Ohio Bar or eligibility to obtain admission.
• Demonstrated work experience with high net worth and ultra-high-net-worth clients.
• Strong work ethic and commitment to delivering exceptional client service.
• Excellent drafting and communication skills.
• High level of organization and attention to detail.
• Ability to work independently and as part of a team.
• Desire to grow and develop as a leader within the firm.

Education:

• Juris Doctor (JD) degree from an accredited law school.
• LL.M. in Taxation is a plus.

Certifications:

• Admission to the Ohio Bar or eligibility to obtain admission.

Skills:

• Strong legal research and analytical skills.
• Proficiency in drafting complex legal documents.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Strong interpersonal skills and ability to build client relationships.
• Proficiency with legal research tools and software.

This prestigious general practice firm manages its practice groups efficiently and matter-of-factly. Solid and steady work help solidify this firm as a top player in the market. Associates can expect good training, including more hands-on work than in other firms offering similar levels of sophistication in the practice. Associates will be pleasantly surprised by the sophistication of this firm, combined with a warm collegial environment.