Tax and Estate Planning Attorney

We are looking for an experienced Tax and Estate Planning Attorney to support sophisticated planning matters for individuals and families with significant assets in Michigan. This position focuses on developing practical tax-efficient strategies related to wealth transfer, charitable giving, and long-term estate planning. The attorney in this role will collaborate closely with clients, legal colleagues, and outside advisors to help ensure planning recommendations are accurately carried through in filings and related documents.

Responsibilities:

• Advise high-net-worth individuals and families on estate, gift, and income tax matters tied to wealth preservation and transfer planning.

• Develop and assess charitable giving and wealth transfer strategies, including planning considerations involving retirement assets.

• Conduct legal and tax research involving estate, gift, income, and nonprofit issues to support client planning recommendations.

• Prepare estate tax projections and analyze tax implications to guide planning decisions and long-term asset structuring.

• Review estate and gift tax returns, individual income tax filings, nonprofit returns, and trust accountings for accuracy and alignment with planning objectives.

• Coordinate with external accounting firms and other advisors to confirm that tax filings and trust reporting properly reflect approved planning strategies.

• Assist with drafting trusts and related transfer documentation needed to implement estate and tax planning recommendations.

• Examine existing estate planning documents to identify reporting issues, tax risks, and opportunities for additional planning improvements.

• Juris Doctor degree and active attorney licensure required.
• At least 3 years of experience in tax, estate, and wealth transfer planning.
• Demonstrated background in estate, gift, and income tax planning for high-net-worth clients.
• Strong knowledge of annual tax matters, estate tax principles, and related filing considerations.
• Experience performing tax research in estate, gift, and nonprofit subject areas.
• Ability to review complex tax returns, trust accountings, and estate planning documents with a high level of accuracy.
• Strong written and verbal communication skills for advising clients and collaborating with attorneys and outside advisors.