Trusts and Estates Senior Associate

Job Overview

A law firm seeks a Trusts and Estates Senior Associate in Kalamazoo, MI. The ideal candidate will have three to seven years of experience in estate planning, trust and estate settlement, and related tax and corporate matters. Candidates must possess excellent research, writing, and communication skills and be licensed or willing to become licensed to practice law in Michigan.

Duties

• Develop comprehensive estate plans tailored to clients' specific needs and goals.
• Advise clients on tax implications and strategies to minimize tax liabilities.
• Handle the probate process, including court proceedings and asset distribution.
• Manage and administer trusts in compliance with applicable laws.

Requirements

• Strong foundation in estate planning, tax law, probate law, and trust law.
• Experience assisting high net worth families with estate planning.
• Proficiency in estate and gift tax complex planning.
• Experience in succession planning and fiduciary accounting.
• Excellent communication skills for explaining complex legal concepts.
• Strong analytical and problem-solving skills.
• Precision in drafting legal documents.
• Ability to handle sensitive information with discretion.

Education

• Juris Doctor from an ABA-accredited law school.

Certifications

• Licensed or willing to become licensed to practice law in Michigan.

Skills

• Interest in building a book of business.
• Ability to meet physical requirements of the position.

Benefits

• Comprehensive medical, dental, and vision insurance plans.
• Firm-provided life insurance and disability coverage.
• 401k with employer contribution or match.
• Remote work flexibility.
• Wellness program.
• Employee assistance program.
• Professional development opportunities.