Trusts and Estates Senior Associate or Partner

Job Description:

We are seeking a Trusts and Estates Senior Associate or Partner with foundational experience in estate planning, trust administration, tax planning, probate, and related areas. The ideal candidate will provide tailored legal advice to clients, ensuring their wishes are carried out and assets are protected.

Responsibilities include:

• Assist partners in designing and drafting estate and tax planning documents
• Administer trusts and estates, managing the probate process and asset distribution
• Handle tax planning and compliance for trusts and estates
• Provide guidance on charitable planning, business succession planning, and asset protection strategies
• Represent clients in probate court and legal proceedings as necessary
• Stay up-to-date with changes in estate and tax laws and regulations
• Build strong client relationships through effective communication and personalized service
• Collaborate with professionals to provide comprehensive legal solutions

Requirements:

• Licensed to practice law in Ohio
• A minimum of 3-7 years of experience in trust and estate law required
• Accounting and/or tax experience or education preferred
• Strong knowledge of estate planning, probate, and trust administration
• Excellent analytical, drafting, and negotiation skills
• High level of professionalism and ethical standards
• Strong interpersonal and communication skills
• Ability to manage multiple clients and projects simultaneously
• Attention to detail and strong organizational skills

Apply Now