We are seeking a skilled Estate Planning / Wealth Transfer Associate Attorney to join up to 2 of our client firms (2 different roles).
As part of their team, you will provide expert legal advice and develop customized estate plans for high-net-worth clients, focusing on wealth transfer strategies.
Requirements :
- 3-9 years of experience in estate planning and wealth transfer
- Licensed and in good standing with the Ohio bar.
- In-depth knowledge of estate planning laws and tax regulations
- Strong analytical, communication, and interpersonal skills
- Experience with high-net-worth trusts
- For associates with 5+ years' experience, a portable book of business is a plus
Responsibilities :
- Provide expert legal advice and guidance on estate planning and wealth transfer strategies to clients.
- Collaborate with clients to assess their financial goals, priorities, and unique circumstances.
- Develop and implement customized estate plans, including wills, trusts, charitable giving strategies, and business succession plans.
- Conduct thorough research and analysis of tax laws, regulations, and case precedents to determine optimal strategies for clients.
- Advise clients on minimizing tax liabilities and maximizing the preservation and growth of their wealth.
- Prepare and review legal documents, including trust agreements, powers of attorney, healthcare directives, and beneficiary designations.
LAW FIRMS- Are you looking for a candidate like this? Contact me and I can present qualified candidates to help grow your team!
Sound interesting? Please contact Dev at devney.ayers@gogpac.com or 605-705-4821 for a confidential conversation.
Please note : Compensation depends on level of experience and may be different than the pay range indicated here.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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