Trusts and Estates Senior Associate or Partner

Duties and Responsibilities

• Aid partners in designing and drafting wills, trusts, powers of attorney, advance health care directives, and business documents.
• Administer trusts and estates, including managing probate processes and overseeing asset distributions.
• Provide tax planning and compliance advice related to trusts and estates.
• Offer guidance on charitable planning, business succession planning, and asset protection strategies.
• Represent clients in probate court and other legal matters as needed.
• Stay informed about changes in estate and tax laws and regulations.
• Build and maintain strong client relationships through effective communication and personalized service.
• Collaborate with other attorneys, accountants, financial advisors, and professionals to deliver comprehensive legal solutions.

Required Skills And Abilities

• Licensed to practice law in Ohio.
• Minimum of 5-10 years of experience in trust and estate law.
• Accounting 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.