Estate Planning & Succession Associate / Counsel

Key Responsibilities

• Advise clients on estate, gift, GST and income tax planning strategies
• Draft estate planning documents including wills, trusts, powers of attorney and healthcare directives
• Structure irrevocable trusts and business succession plans
• Counsel high-net-worth individuals and families on wealth transfer strategies
• Aid with estate and trust administration, including probate proceedings
• Prepare and review estate, fiduciary income and gift tax returns
• Maintain and develop client relationships and support business development initiatives

Who You Are

• Significant experience in complex estate planning and succession matters
• Strong knowledge of estate, gift and income tax principles
• Experience advising high-net-worth individuals and families
• Excellent drafting, analytical and communication skills
• Ability to manage matters independently and handle client relationships
• Strong organizational and project management skills
• Portable book of business is preferred but not required
• Admitted to the Michigan Bar or eligible for admission

Compensation

• Salary: Competitive and commensurate with experience
• Benefits: Comprehensive benefits package within a well-established private client practice