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Trusts and Estates
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Senior Wealth Strategist
Duties: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely-held business entities, corporate executives, and private foundations. Partners with WMAs in the prospecting experience participating in all aspects of delivering the firm's...
Estate Planning Associate
The candidate will have sophisticated estate and wealth planning, business succession planning, fiduciary representation, and estate and trust administration, with significant client contact. Must have 2+ years of experience with counseling clients and assisting in estate planning and trust and estate administration. A background in contract drafting, business succession planning, sophisticated wealth transfer planning, and/or federal income tax p...
Associate Attorney – Estate Planning
The candidate should have experience in estate planning, and elder law is a plus. Should have 3+ years of relevant experience and an Ohio Bar License. Must be comfortable with advanced software tools and handling matters from start to finish as well as working within a team environment. Work on practice Areas – Elder Law, including Medicaid Planning and VA Benefits Planning; Estate Planning.
Dayton office of a BCG Attorney Search Top Ranked Law Firm seeks trusts and estates associate with 3-5 years of experience with business succession and personal succession matters. Must have experience with sophisticated clients. This firm handles large estates and has a prestigious national practice. Associate will serve as right hand person to practice group leader.
Dayton office of a BCG Attorney Search Top Ranked Law Firm seeks associate attorney with 5-10 years of experience. The candidate provides legal advice with respect to estate planning, probate and elder law. Participates in general legal matters as needed. Serves in marketing efforts to attract estate planning, elder law, and probate clients. Client consultations regarding estate planning, elder law and probate. Must have Ohio license. Experience delivering a full-range of e...
Dayton office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning associate attorney preferably with 3+ years of relevant experience. The candidate should preferably have experience in elder law and Ohio Bar admission.
Senior Wealth Planning Analyst
Duties: Partners with Wealth Strategists, WMAs, and other specialists to deliver the firm's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family’s current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged wit...
Tipp City office of our client seeks trust and estates attorney with 1+ years of experience. The ideal candidate will have strong academic credentials.
Personal & Succession Planning Associate
The candidate must have 6+ years of experience in one or more of the following areas: estate planning for high net worth and ultra-high net worth families, private trust companies and family offices, business succession planning, and charitable giving strategies and private foundations. An LL.M. in Taxation is a plus. Must have outstanding academic credentials and work experience, a strong work ethic, excellent drafting and communic...
Dayton office of a BCG Attorney Search Top Ranked Law Firm seeks senior personal and succession planning associate attorney with 6+ years of experience in one or more of the following areas: estate planning for high net worth and ultra-high net worth families, private trust companies and family offices, business succession planning, and charitable giving strategies and private foundations. An LL.M. degree in Taxation is a plus.
The candidate will provide legal advice with respect to estate planning, probate and elder law. Participate in general legal matters as needed. Will be responsible for Marketing efforts to attract estate planning, elder law, and probate clients, client consultations regarding estate planning, elder law and probate. Must have Ohio license. JD degree from accredited law school is required. Should have 5-10 years of experience. Experience delivering a full-...