Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Columbus, OH

Law Firm

Columbus, OH

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Columbus, OH

Attorney

5-10 yrs required

No

Job Title: Family Wealth Planning Associate

Job Responsibilities:
- Cultivate current client relationships and attract new clients through networking and marketing activities.
- Manage and independently handle all aspects of:
- A/B trust plans.
- Irrevocable Life Insurance Trusts.
- Gift Trusts.
- Irrevocable Grantor Trusts.
- Private Settlement Agreements.
- All paths of estate administration.
- Guardianships (person and estate).
- Gift tax return preparation.
- Federal estate tax return preparation (including portability).
- Maintain and develop relationships with referral sources and clients.
- Participate in public speaking engagements annually, contribute to newsletters monthly, and support all other marketing and business development activities sponsored by the department.
- Collaborate, communicate, and cooperate with the law firm's Family Wealth Planning team on assigned cases.

Education and Experience Information:
- Juris Doctorate Degree from a nationally accredited law school.
- Licensed to practice law in the state of Ohio.
- At least five (5) years of trusts and estates experience.
- Competence in estate and gift tax return preparation. Fiduciary income tax and probate litigation experience is a plus.
- Active involvement in the local probate bar and commitment to trusts and estates practice.
- Strong research, legal writing, organizational, and case management skills.
- Ability to handle complex matters independently and work collaboratively in a team environment.
- Entrepreneurial-minded approach toward developing new client relationships.

Salary Information:
- The firm offers competitive salaries and benefits and a great work environment.