Trusts & Estates Attorney – Client-Focused Planner

GAMARC Consulting; Cleveland (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

A legal services firm is seeking a Trusts and Estates Associate Attorney in Cleveland, Ohio. The role involves providing legal services in estate planning, trust administration, and probate matters. Ideal candidates will have 2-5 years of relevant experience and a JD degree. Key responsibilities include developing estate plans, managing trusts, and advising on tax compliance. Strong interpersonal skills are essential for client relations and ongoing support throughout the estate planning process.

Qualifications

• 2-5 years of experience in trusts and estates law, including estate planning, probate, and trust administration.
• Experience with preparation of transfer tax returns is a plus.

Responsibilities

• Meet with clients to develop tailored estate plans.
• Draft and review wills, trusts, and other documents.
• Advise clients on tax-efficient estate planning strategies.
• Assist in administration of estates and trusts.
• Provide counsel on various tax issues.

Skills

Estate planning

Trust administration

Tax compliance

Probate matters

Education

Juris Doctor (JD) degree from an accredited law school

Licensed to practice in Ohio

Job description

About the job Trusts and Estates Associate Attorney

Position: Trusts and Estates Associate Attorney

Location: Cleveland, Ohio

Duration: Full-Time

Description

The Trusts and Estates Associate Attorney will provide legal services in estate planning, trust administration, tax compliance, and probate matters. This role involves working closely with clients to develop personalized estate plans, administering trusts and estates, and representing clients in probate proceedings. We seek candidates with sterling credentials and a sophisticated level of experience which is commensurate with their years out of law school. The ideal candidate will have experience in drafting estate planning documents, managing estate and trust administration, and handling related tax issues.

Skills and Qualifications:

• Education:
  • Juris Doctor (JD) degree from an accredited law school.
  • Must be licensed to practice in the state of Ohio
• Experience:
  • 2-5 years of experience in trusts and estates law, including estate planning, probate, and trust administration.
  • Experience with preparation of transfer tax returns a plus.

Key Responsibilities:

• Meet with clients to discuss their estate planning goals and develop tailored estate plans to suit their needs.
• Draft and review wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.
• Advise clients on tax-efficient strategies for estate and wealth transfer planning.
• Stay up to date on changes in estate and tax laws to ensure compliance and recommend appropriate adjustments to client plans.
• Trust and Estate Administration:
  • Assist executors and trustees in the administration of estates and trusts, including preparing inventories, asset valuations, and accountings.
  • Oversee the distribution of trust and estate assets according to the terms of the governing documents.
  • Prepare and file probate petitions and other related court filings.
  • Work with beneficiaries, fiduciaries, and financial institutions to ensure proper administration and compliance with legal obligations.
• Tax and Compliance:
  • Provide counsel on estate, gift, and generation-skipping transfer tax issues.
  • Knowledge with the preparation of federal and state estate/inheritance tax returns, gift and GST tax returns, and fiduciary income tax returns a plus.
  • Collaborate with tax professionals to ensure the accuracy of tax filings and implement tax planning strategies.
• Client Relations:
  • Build and maintain relationships with clients, providing ongoing support and updates throughout the planning and administration process.
  • Educate clients on the legal aspects of estate planning, trust creation, and estate administration.
  • Serve as a trusted advisor to clients by offering thoughtful solutions to complex family and financial dynamics.