Estate Planning & Probate Attorney - Youngstown OH

Roetzel & Andress; Youngstown (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

Roetzel & Andress in Youngstown, Ohio, is seeking a highly experienced Estate Planning & Probate Attorney. This role involves advising clients on estate planning, probate, and trust administration while providing exceptional legal services tailored to high-net worth individuals and closely held businesses.

The ideal candidate must have a minimum of 10 years’ experience, extensive knowledge of estate taxes, and proficiency in drafting both complex and basic estate planning documents. This opportunity emphasizes collaboration and the use of innovative tools to enhance client service and outcomes.

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.

Responsibilities

• Advise clients on all aspects of estate planning, probate, and trust administration.
• Draft and review estate planning documents including wills and trusts.
• Represent fiduciaries in the administration of estates and trusts.

Skills

Estate planning expertise

Trust administration

Federal estate tax knowledge

Charitable estate planning

AI in estate planning

Education

Licensed to practice law in Ohio

Job description

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, 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

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.