Estate & Succession Planning Associate
Estate & Succession Planning Associate
Location: Detroit, MI
A well-established law firm is seeking an Associate to join its Estate & Succession Planning practice in Detroit. This is an excellent opportunity to work with high-net-worth individuals, families and business owners on sophisticated estate planning, wealth transfer and business succession matters.
The role offers broad exposure to estate and tax planning, trust and estate administration, charitable planning and business succession strategies, alongside direct client interaction and significant responsibility.
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
- Advise on estate, gift, GST and income tax matters
- Assist 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 organisational 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
Interested?
Contact Max at max@tposearch.com to learn more or express interest.
#TPOPS | MLB322