Trusts & Estates Associate
About the role
The ideal candidate will have experience in the following areas:
- Income, estate, gift, GST, and other tax laws attendant to this line of work.
- Estate/wealth planning techniques, including preparation of related documents (revocable/irrevocable trusts, wills, powers of attorneys, etc.).
- Drafting premarital agreements.
- Research and analysis of complex state law and federal tax law issues.
Responsibilities
Counsel families and individuals regarding the administration and disposition of their estates through basic and sophisticated lifetime, estate and charitable planning.
Work with our corporate clients on succession issues and our charitable institution clients on planned giving matters.
Requirements
Ohio law license will be a requirement.
Qualifications
Superior communication skills, both written and verbal.
Skills
Experience in the following areas:
- Income, estate, gift, GST, and other tax laws attendant to this line of work.
- Estate/wealth planning techniques, including preparation of related documents (revocable/irrevocable trusts, wills, powers of attorneys, etc.).
- Drafting premarital agreements.
- Research and analysis of complex state law and federal tax law issues.
Benefits
Medical/dental/vision
401(k) with employer contribution
Short and long term disability plans and life insurance
Integration and formal mentor programs
Seminar and CLE expenses
Professional development hours and training programs
Part-time and hybrid work options
Paid Parental Leave and Parental Support Programs
Domestic partner benefits
Reintegration Program with ramp down/up periods
Well-Being Program focusing on physical, financial, emotional and social health
Business casual work environment
Pay
TBD
Schedule
TBD