Mid-Level Personal And Succession Planning Associate Attorney

Job Overview: A law firm in Columbus, OH, seeks a Mid-Level Personal and Succession Planning Associate Attorney. 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. The candidate must possess exceptional academic credentials, a strong work ethic, excellent drafting and communication skills, and the desire to grow as a leader in this field. An LL.M. in Taxation is a plus.

Job Details:

Duties:

• Provide comprehensive estate planning services for high-net-worth and ultra-high-net-worth families.
• Advise and manage private trust companies and family offices.
• Develop and implement business succession planning strategies.
• Create and administer charitable giving strategies and establish private foundations.
• Draft and review complex legal documents related to personal and succession planning.
• Collaborate with clients to understand their goals and tailor plans to meet their needs.
• Conduct legal research and analysis to support client needs and case development.
• Represent clients in negotiations and legal proceedings.
• Stay updated on changes in laws and regulations affecting personal and succession planning.
• Mentor junior associates and support staff.
• Build and maintain strong client relationships and seek opportunities for business development.

Requirements:

• Minimum of 3 years of experience in estate planning, private trust companies, family offices, business succession planning, and charitable giving strategies.
• Outstanding academic credentials.
• Proven work experience in a law firm or related environment.
• Strong work ethic and commitment to client service.
• Excellent drafting, negotiation, and communication skills.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Demonstrated leadership potential and the desire to grow in this practice area.

Education:

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

Certifications:

• Admitted to practice law in Ohio or eligible for admission.

Skills:

• Deep understanding of estate planning, business succession, and charitable giving laws and regulations.
• Proficient in legal research and analysis.
• Strong interpersonal and client relationship management skills.
• Excellent problem-solving and critical-thinking abilities.
• Ability to work both independently and as part of a team.
• High attention to detail and accuracy in work.
• Proficiency in legal software and technology tools used in practice management.

Location:

• Columbus, OH

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.