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Law Firm
Bloomfield Hills, MI, United States
Trusts + Estates Senior Associate
Attorney
Company Review
Min 10 yrs required
Full-time
No
Warner Norcross + Judd LLP is seeking a Trusts + Estates Senior Associate to join our Trusts + Estates Practice Group in one of our Southeast Michigan offices (Detroit, Macomb, Bloomfield Hills). This role offers a competitive salary and is an excellent opportunity for a professional with extensive experience in estate planning, tax law, probate law, and trust law. Job Responsibilities - Develop comprehensive estate plans tailored to clients' specific needs and goals - Advise clients regarding the tax implications of estate planning and the ability to minimize tax liabilities for clients through strategies like gift and estate tax planning - Handle the probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets - Manage and administer trusts, ensuring they operate in compliance with applicable laws and the trust agreement Qualifications - Juris Doctor from an ABA accredited law school - Licensed and in good standing to practice law in the state of Michigan - 10+ years of experience in estate planning, trust and estate settlement, and related tax and corporate matters, preferably in a law firm setting - Strong foundation in estate planning, tax law, probate law, and trust law - Experience helping high net worth families and individuals with their estate planning and management needs - Estate and gift tax complex planning - CRUTS, SLATS, GRATS, FLPs, QPRTs, IDGTs, ILITs - Experience in Succession planning, fiduciary accounting, will + trust contest, family settlement agreements, and tax preparation - Excellent communication skills to explain complex legal concepts to clients in a clear and understandable manner - Able to actively listen to clients’ concerns and goals and then provide legal advice that aligns with their wishes - Strong analytical and problem-solving skills to assess complex financial and legal situations and devise appropriate solutions - Precision in drafting legal documents to ensure they accurately reflect clients' intentions and comply with relevant laws - Handles sensitive and confidential information with the utmost discretion and professionalism About Warner Norcross + Judd LLP Warner Norcross + Judd LLP is a full-service corporate law firm with 220+ attorneys practicing in nine offices throughout Michigan: Bloomfield Hills, Detroit, Grand Rapids, Holland, Kalamazoo, Lansing, Macomb, Midland and Muskegon. We provide discerning and proactive legal advice to build a better partnership with our clients. To learn more, visit , follow us on Twitter @WNJLLP or connect on LinkedIn or Facebook. Our Culture At Warner, our cultural motto is “Fun, Pride + that Order”. We believe that if you have fun at work, take pride in the accomplishments of you and your colleagues, that profit will naturally follow. We build A Better Partnership through: - Teamwork – Warner’s lockstep compensation model encourages teamwork, and distinguishes us from our competitors. Partner and associate salaries are set based upon seniority, not total hours worked, encouraging client legal projects to be routed to the most knowledgeable person in the firm. Our team approach to compensation yields better legal representation for our clients and lays the foundation for a fun culture without internal financial competition. We have a team atmosphere where people like working together and supporting each other. - Diversity – A diverse group of 30 firm members serve on Warner’s DEI Action Committee and contribute over 2000 collective hours annually to drive diversity, equity and inclusion through initiatives such as firm-wide town hall meetings, employee resource groups and hiring processes. Our DEIAC focuses on Warner’s “one firm” approach that embraces everyone in the firm. We celebrate differences with the same energy we honor our commonalities. When all firm members feel safe being their authentic selves and all barriers to opportunity are eliminated, it’s a better partnership for everyone. - Balance – Our culture of balanced personal and professional lifestyle allows us to maintain a 94% attorney retention rate. Attorneys throughout Michigan, the region and beyond are choosing Warner as their forever home – and because of our dedicated focus on living balanced lives, our attorneys’ families are fully supporting these important decisions. - Community – Warner’s time-honored community engagement initiatives include financial contributions to 150+ nonprofits, scholarships and paid time off for all firm members to engage in community initiatives that are meaningful to them. Trusts + Estates Senior Associate Warner Norcross + Judd LLP is looking for a Trusts + Estates Senior Associate to join our Trusts + Estates Practice Group in one of our Southeast Michigan offices. This position offers a competitive salary and is a great opportunity for an experienced professional with 10+ years in the field of estate planning, tax law, probate law, and trust law. Job Responsibilities: - Develop comprehensive estate plans tailored to clients' specific needs and goals - Advise clients regarding the tax implications of estate planning and the ability to minimize tax liabilities for clients through strategies like gift and estate tax planning - Handle the probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets - Manage and administer trusts, ensuring they operate in compliance with applicable laws and the trust agreement Qualifications: - Juris Doctor from an ABA accredited law school - Licensed and in good standing to practice law in the state of Michigan - 10+ years of experience in estate planning, trust and estate settlement, and related tax and corporate matters, preferably in a
Not Specified
Estate Planning, Tax Law, Probate Law, Trust Law, High Net Worth Families, Asset Valuation, Debt Settlement, Distribution of Assets, Managing and Administering Trusts, Gift and Estate Tax Planning
Juris Doctor from an ABA accredited law school
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Qualification and Experience Juris Doctor from an ABA accredited law school, Licensed and in good standing to practice law in the state of Michigan
Legal
Apr 04, 2024
Jul 18, 2024
Qualification and ExperienceJuris Doctor from an ABA accredited law school, Licensed and in good standing to practice law in the state of Michigan
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