Mid-Level Personal And Succession Planning Associate Attorney

Job Overview

A law firm is seeking a dedicated and skilled Mid-Level Personal and Succession Planning Associate Attorney to join their team in Dayton, OH. The ideal candidate will have substantial 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 role demands outstanding academic credentials, a strong work ethic, excellent drafting and communication skills, and a desire to grow as a leader in the field.

Duties

• Advise high-net-worth and ultra-high-net-worth families on estate planning strategies.
• Provide counsel on forming and administrating private trust companies and family offices.
• Develop and implement business succession plans for family-owned businesses.
• Create and execute charitable giving strategies, including establishing private foundations.
• Draft complex estate planning documents, including wills, trusts, and powers of attorney.
• Collaborate with clients to assess their financial situations and develop comprehensive estate plans.
• Work closely with clients’ financial advisors, accountants, and other professionals to ensure cohesive and effective planning.
• Conduct thorough legal research and stay updated on changes in laws and regulations affecting personal and succession planning.
• Represent clients in estate and trust litigation when necessary.
• Participate in the firm’s business development initiatives and contribute to building client relationships.

Requirements

• Minimum of 3 years of relevant experience in estate planning, private trust companies, family offices, business succession planning, and charitable giving strategies.
• Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Exceptional drafting skills with attention to detail.
• Excellent verbal and written communication skills.
• Highly organized and capable of managing complex client needs and cases.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Proven ability to build and maintain client relationships.
• Commitment to ongoing professional development and growth in the field.

Education

• Juris Doctor (JD) degree from an accredited law school.
• LL.M. in Taxation is a plus but not required.

Certifications

• Active member in good standing of the Ohio State Bar or eligible to waive in.

Skills

• Deep understanding of estate planning, including tax implications and strategies.
• Proficiency in drafting estate planning documents and agreements.
• Familiarity with the formation and operation of private trust companies and family offices.
• Knowledge of business succession planning techniques and tools.
• Expertise in charitable giving strategies and the creation of private foundations.
• Strong research skills and the ability to interpret and apply complex laws and regulations.
• Excellent client service orientation and interpersonal skills.
• Ability to handle sensitive and confidential information with discretion.

Job Location

• Dayton, OH

The firm offers a competitive salary and benefits package and opportunities for professional growth and advancement within a supportive and dynamic work environment.

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.