Jobs · Information Technology · Ohio

Trust & Estate Planning Associate - Youngstown, OH

Roetzel & Andress · Youngstown, OH · 3 wk ago
On-siteInformation TechnologyFull-time

Responsibilities

  • Experience drafting estate planning documents
  • Experience working on complex trusts, estates, and guardianship cases
  • Ability to draft pleadings and attend hearings in guardianship litigation matters
  • Exceptional research and writing skills
  • Strong work ethic and desire for professional development
  • Able to work well under deadlines in a changing environment and perform multiple tasks effectively and concurrently while using sound judgment in decision-making
  • Able to manage relationships with clients and colleagues

Qualifications

  • Minimum of 3+ years’ experience in estate planning, estate administration, and trust administration
  • Knowledge of federal estate, gift, and generation-skipping transfer taxes
  • Demonstrated ability to draft both basic and complex estate planning documents
  • Experience representing fiduciaries in estate and trust administration
  • Charitable estate planning background, including private foundations and charitable trusts
  • Proficiency in leveraging AI for estate planning practice
  • Licensed to practice law in Ohio

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