Prestige Trusts & Estates Partner — Cleveland

Buckingham, Doolittle & Burroughs, LLP

Cleveland (OH)

On-site

USD 120,000 - 200,000

Full time

2 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
401(k)

Job summary

Buckingham, Doolittle & Burroughs, LLC is seeking a Trusts & Estates Lateral Partner to join its Cleveland office. The ideal candidate has four to eight years of experience in estate planning and will work alongside seasoned practitioners to transition client relationships to the next generation of trusted advisors.

The role offers mentorship, client engagement with high-net-worth individuals, and opportunities for practice growth within a collaborative, mid-size firm environment committed to

Qualifications

  • Experience in estate planning, preferably involving high-net-worth individuals, families, and closely held businesses.
  • Knowledge of federal estate, gift, and generation-skipping transfer tax planning.
  • Experience with trusts and estates administration.

Responsibilities

  • Provide sophisticated estate planning counsel to individuals, families, business owners, and high-net-worth clients.
  • Build lasting relationships with clients and coordinate with partners and staff to manage complex estates.

Skills

Estate planning
Client relations
High-net-worth clients
Communication

Job description

Buckingham, Doolittle & Burroughs, LLC is seeking a Trusts & Estates Lateral Partner to join its Cleveland office. The ideal candidate has four to eight years of experience in estate planning and will work alongside seasoned practitioners to transition client relationships to the next generation of trusted advisors.

The role offers mentorship, client engagement with high-net-worth individuals, and opportunities for practice growth within a collaborative, mid-size firm environment committed to

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