Mid-level Personal & Succession Planning Associate

Job Overview:
A prominent law firm is seeking a mid-level associate for its expanding Personal & Succession Planning practice. The firm is looking for a skilled attorney to join the team and handle a wide range of estate planning matters for high-net-worth and ultra-high-net-worth clients, business succession planning, private trust companies, and charitable giving strategies. This role offers an opportunity to work in a collaborative and dynamic environment, serving both national and international clients. Candidates should be committed to growth and leadership within this highly specialized area of law.

Location:

• Columbus, Ohio

Duties:

• Draft and review estate planning documents for high-net-worth and ultra-high-net-worth families.
• Advise clients on business succession planning, private trust companies, and family offices.
• Develop charitable giving strategies and work with private foundations.
• Collaborate with colleagues across practice areas to provide integrated legal solutions.
• Manage client relationships and oversee ongoing matters.
• Mentor junior associates and contribute to team growth.

Requirements:

• A minimum of 3 years of experience in estate planning, business succession, or charitable giving.
• Strong drafting and communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple projects and deadlines effectively.
• Ability to work independently and as part of a team.

Education:

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

Certifications:

• LL.M. in Taxation is preferred, but not required.

Skills:

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

Benefits:

• Competitive salary and benefits package (details available upon request).
• Opportunities for professional development and career advancement.
• 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.