Mid-Level Personal And Succession Planning Associate Attorney

Job Overview: A law firm is seeking a skilled Mid-Level Personal and Succession Planning Associate Attorney to join its team in Cleveland, OH. The ideal candidate will have at least three years of experience in estate planning for high- and ultra-high-net-worth families, private trust companies and family offices, business succession planning, charitable giving strategies, and private foundations. This position requires outstanding academic credentials, strong work experience, and a desire to grow as a leader in the field.

Job Duties:

• Advise clients on estate planning, including wills, trusts, and other legal documents.
• Develop and implement strategies for business succession planning.
• Provide legal counsel to private trust companies and family offices.
• Assist clients with charitable giving strategies and establishing and managing private foundations.
• Draft, review, and negotiate complex legal documents related to personal and succession planning.
• Conduct legal research and analysis on issues about estate planning, tax implications, and related matters.
• Collaborate with other attorneys and legal professionals to provide comprehensive legal services.
• Stay current with changes in laws and regulations affecting estate and succession planning.
• Build and maintain client relationships, ensuring high-quality and responsive legal services.

Requirements:

• 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.
• Outstanding academic credentials from a reputable law school.
• Proven work experience in a similar role within a law firm or legal setting.
• Strong work ethic and professional integrity.
• Excellent drafting and communication skills.
• Highly organized and detail-oriented.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.

Education:

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

Certifications:

• Licensed to practice law in the state of Ohio.
• Additional certifications in estate planning or related fields are advantageous.

Skills:

• Expertise in estate planning, business succession planning, and charitable giving strategies.
• Strong legal research and analytical skills.
• Excellent written and verbal communication abilities.
• Proficiency in legal document drafting and review.
• Strong organizational and time management skills.
• Ability to build and maintain strong client relationships.
• Leadership potential and a desire to grow in the field.

Location:

• Cleveland, OH

The legal practice was founded in 1911. Area of specialization is business law. Law offices are located in Georgia, Ohio, New York and Washington, D.C. A sizable team of gifted attorneys comprise the firm. Practice areas are significant such as business litigation, commercial-public finance and employee benefits-executive compensation. Attorneys and the firm have received top honors from leading law publications. The law practice is dedicated to diversity in the workplace.