Mid-level Personal & Succession Planning Associate

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Recruiter

Cincinnati, OH

Mid-level Personal & Succession Planning Associate

Attorney

2-8 yrs required

No

Job Overview: A prestigious law firm is looking to hire a mid-level associate for its expanding Personal & Succession Planning practice. This position offers the chance to engage in complex legal matters for high-net-worth and ultra-high-net-worth families, business succession planning, private trust companies, and charitable giving strategies. The ideal candidate will have a strong background in estate planning and be committed to professional growth within a collaborative and dynamic environment.

Location:

  • Cincinnati, Ohio

Duties:

  • Draft and review estate planning documents for high-net-worth individuals and families.
  • Provide advice on business succession planning, private trust companies, and family offices.
  • Develop strategies for charitable giving and private foundations.
  • Collaborate with other practice groups within the firm to deliver integrated legal services.
  • Build and maintain client relationships while managing ongoing matters.
  • Mentor and support junior associates as part of a growing team.

Requirements:

  • At least 3 years of experience in estate planning, business succession planning, or charitable giving strategies.
  • Strong drafting and communication skills.
  • Excellent organizational abilities and attention to detail.
  • Ability to work efficiently under pressure and meet deadlines.
  • Ability to work both independently and as part of a team.

Education:

  • Juris Doctor (JD) from an accredited law school.

Certifications:

  • . in Taxation is a plus, but not required.

Skills:

  • Strong written and verbal communication skills.
  • Expertise in estate planning, business succession, and charitable giving.
  • Proficiency in Microsoft Office Suite and legal research tools.
  • Strong analytical and problem-solving skills.
  • Excellent time-management and multitasking abilities.

Benefits:

  • Competitive salary and comprehensive benefits package (details available upon request).
  • Professional development opportunities.
  • Collaborative and supportive work environment.

Jun 03, 2025
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