Estate Planning & Probate Attorney

STARK & KNOLL CO LPA; Canfield (OH); Presencial; USD 150.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equal Opportunity Employer

Descripción de la vacante

STARK & KNOLL CO LPA is seeking an experienced Estate Planning & Probate Attorney for the Youngstown/Canfield, Ohio area. The role focuses on sophisticated estate and trust administration for high-net-worth clients, with collaboration across a skilled team.

The ideal candidate has at least 10 years in the field, a strong background in federal estate and gift taxes, and experience drafting a range of estate planning documents. AI tools are used to enhance client service and efficiency.

Formación

• Minimum of 10 years of experience in estate planning, estate administration, and trust administration.
• Extensive knowledge of federal estate, gift, and generation-skipping transfer taxes.
• Ability to draft basic and complex estate planning documents.
• Experience representing fiduciaries in estate and trust administration.
• Strong charitable estate planning background, including private foundations and charitable trusts.
• Proficiency in leveraging AI for estate planning practice.
• Licensed to practice law in Ohio.

Responsabilidades

• Advise clients on all aspects of estate planning, probate, and trust administration
• Draft and review basic and advanced estate planning documents, including wills, revocable trusts, SLATs, GRATs, ILITs, IDGTs, family limited partnerships, and LLCs
• Represent fiduciaries in the administration of complex estates and trusts, including the preparation of federal estate and gift tax returns
• Provide guidance on federal estate, gift, and generation-skipping transfer taxes
• Develop and implement charitable estate planning strategies, including the drafting of CRUTs, CRATs, CLATs, and establishment of private foundations
• Utilize AI-powered tools to enhance estate planning workflows and client service

Conocimientos

Estate planning experience

Trust administration

Drafting estate documents

Tax planning knowledge

AI in law practice

Licensed to practice in Ohio

Herramientas

AI software

Descripción del empleo

Estate Planning & Probate Attorney - Youngstown / Canfield, Ohio

Join Our Prestigious Estate Planning Team

Our firm is seeking a highly experienced attorney to join our Estate Planning and Probate practice in Canfield, OH. We are dedicated to providing exceptional legal services and sophisticated estate planning solutions to our clients. If you have a passion for estate and trust administration and thrive in a collaborative environment, this opportunity is for you.

Position Overview

Our Estate Planning and Probate practice is renowned for serving high-net worth individuals, closely held businesses, and family offices with comprehensive wealth succession planning. We provide sophisticated legal counsel tailored to the unique needs of each client, helping them preserve assets, efficiently transfer wealth, and achieve long-term financial goals. The team leverages deep expertise in estate and trust administration, corporate structure and transactions, tax planning, and charitable giving strategies to deliver exceptional outcomes for clients seeking to secure their legacies for future generations.

Responsibilities

• Advise clients on all aspects of estate planning, probate, and trust administration
• Draft and review basic and advanced estate planning documents, including wills, revocable trusts, SLAT’s, GRAT’s, ILITs, IDGT’s, family limited partnerships, and LLC’s
• Represent fiduciaries in the administration of complex estates and trusts, including the preparation of federal estate and gift tax returns
• Provide guidance on federal estate, gift, and generation-skipping transfer taxes
• Develop and implement charitable estate planning strategies, including the drafting of CRUT’s, CRAT’s, CLAT’s, and establishment of private foundations
• Utilize AI-powered tools to enhance estate planning workflows and client service

Qualifications

• Minimum of 10 years’ experience in estate planning, estate administration, and trust administration
• Extensive 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
• Strong charitable estate planning background, including private foundations and charitable trusts
• Proficiency in leveraging AI for estate planning practice
• Licensed to practice law in Ohio

Roetzel & Andress is an Equal Opportunity Employer.

Roetzel & Andress maintains a policy of non-discrimination and inclusion with respect to all employees and applicants for employment. All decisions as to employment with the Firm are governed solely on the basis of merit, competence, and qualifications, and are not influenced or informed in any manner by the employee’s or applicant’s race, color, religion, sex, age, national origin, ancestry, disability, marital or parental status, sexual orientation, gender identity, military status, veteran status, or any other basis prohibited by statute.