Mid-level Personal & Succession Planning Associate

Job Overview: A prestigious law firm is looking to hire a mid-level associate for its expanding Personal & Succession Planning practice. This position offers the chance to engage in complex legal matters for high-net-worth and ultra-high-net-worth families, business succession planning, private trust companies, and charitable giving strategies. The ideal candidate will have a strong background in estate planning and be committed to professional growth within a collaborative and dynamic environment.

Location:

• Cincinnati, Ohio

Duties:

• Draft and review estate planning documents for high-net-worth individuals and families.
• Provide advice on business succession planning, private trust companies, and family offices.
• Develop strategies for charitable giving and private foundations.
• Collaborate with other practice groups within the firm to deliver integrated legal services.
• Build and maintain client relationships while managing ongoing matters.
• Mentor and support junior associates as part of a growing team.

Requirements:

• At least 3 years of experience in estate planning, business succession planning, or charitable giving strategies.
• Strong drafting and communication skills.
• Excellent organizational abilities and attention to detail.
• Ability to work efficiently under pressure and meet deadlines.
• Ability to work both independently and as part of a team.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• LL.M. in Taxation is a plus, but not required.

Skills:

• Strong written and verbal communication skills.
• Expertise in estate planning, business succession, and charitable giving.
• Proficiency in Microsoft Office Suite and legal research tools.
• Strong analytical and problem-solving skills.
• Excellent time-management and multitasking abilities.

Benefits:

• Competitive salary and comprehensive benefits package (details available upon request).
• Professional development opportunities.
• Collaborative and supportive 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.