Estate Planning Attorney ESF3623
Estate Planning Attorney ESF3623
Posted on :
09-04-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 80000 - 100000
Vacancy
1 Vacancy
Posted on :
09-04-2025
Job Description
- Provides sophisticated estate & business succession planning estate & trust administration and professional fiduciary services to financially successful families.
- Family owned businesses.
- outstanding benefit packages and a peoplefirst work environment
- Stable growing company with tremendous opportunity for career advancement
- Competitive compensation and benefits
What you will be doing:
- Provide comprehensive estate planning services including drafting wills trusts and other estate planning documents.
- Develop and implement taxefficient strategies for wealth transfer and estate planning.
- Develop and implement strategies for asset protection business succession planning and charitable giving.
- Conduct thorough legal research and analysis to support estate planning and tax strategies.
- Stay current with changes in tax laws and regulations affecting estate planning.
- Collaborate with clients financial advisors accountants and other professionals to ensure a holistic approach to wealth management.
- Assist in the preparation and filing of estate and gift tax returns.
- Participate in client meetings and presentations explaining complex legal concepts in an understandable manner.
- Maintain client confidentiality and manage sensitive information with the highest level of integrity.
Experience you will need:
- Juris Doctor (JD) degree from an accredited law school.
- Admission to the Ohio bar and in good standing.
- Minimum of 1 year of experience in estate planning and tax law preferably with high net worth (HNW) and ultrahigh net worth (UHNW) clients.
- Strong understanding or demonstrable interest in developing a strong understanding of federal and state tax laws including estate gift and generationskipping transfer taxes.
- Excellent analytical research and writing skills.
- Ability to communicate complex legal concepts clearly and effectively.
- Proven ability to manage multiple clients and projects simultaneously.
- High level of professionalism integrity and ethical standards.
- Proficiency with legal research tools and estate planning software.
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Employment Type
Full Time
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