Estate & Succession Planning Associate

Key Responsibilities

• Advise clients on estate planning, wealth transfer and business succession matters
• Draft wills, revocable and irrevocable trusts, powers of attorney and healthcare directives
• Advises on estate, gift, GST and income tax matters
• Aid with estate and trust administration matters
• Prepare and oversee estate, fiduciary income and gift tax returns
• Counsel fiduciaries regarding trust and estate administration issues
• Prepare probate filings and attend probate proceedings
• Support charitable planning and tax-efficient wealth transfer strategies
• Develop and maintain strong client relationships and contribute to business development efforts

Who You Are

• Associate with significant experience in estate planning and succession planning matters
• Strong knowledge of estate, gift and income tax planning
• Experience advising high-net-worth individuals and families preferred
• Experience with estate and trust administration matters
• Excellent written, verbal and presentation skills
• Strong organizational and project management abilities
• Able to work independently and exercise sound judgement
• Admitted to the Michigan Bar or eligible for prompt admission

Compensation

Salary: Competitive and commensurate with experience

Contact

Contact Max at max@tposearch.com to learn more or express interest.