Estate Planning Attorney- Perrysburg, OH

Futurerecruit.net; Perrysburg (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Estate Planning Attorney to provide comprehensive estate planning services. In this full-time role, you will draft wills, trusts, and tax-efficient strategies for wealth transfer, while collaborating with clients' financial advisors. The position promises a supportive work environment with outstanding benefits and opportunities for career advancement. If you are passionate about helping families navigate their estate planning needs and possess a strong understanding of tax laws, this could be the perfect opportunity for you to make a significant impact in clients' lives.

Benefits

Outstanding benefit packages

People-first work environment

Career advancement opportunities

Competitive compensation

Qualifications

• Juris Doctor degree required with admission to the Ohio bar.
• 1+ years of estate planning and tax law experience preferred.

Responsibilities

• Provide comprehensive estate planning services including drafting wills and trusts.
• Collaborate with financial advisors and manage client confidentiality.

Skills

Analytical Skills

Legal Research

Writing Skills

Communication Skills

Project Management

Education

Juris Doctor (JD)

Tools

Estate Planning Software

Legal Research Tools

Job description

Estate Planning Attorney-Full Time

Location: Perrysburg, OH, 43551

What you will be doing:

• Provide comprehensive estate planning services including drafting wills, trusts, and other estate planning documents.

• Develop and implement tax-efficient 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 ultra-high net worth (UHNW) clients.

• Strong understanding or demonstrable interest in developing a strong understanding of federal and state tax laws, including estate, gift, and generation-skipping 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.

What is it for you:

• 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 people-first work environment.

• Stable, growing company with tremendous opportunity for career advancement.

• Competitive compensation and benefits.