Ohio, primarily in Franklin, Fairfield, Licking, and Delaware Counties, including some mandatory e-filing. - Meet with clients and families navigating grief and complex family dynamics. - Create comprehensive estate plans tailored to client... needs. - Handle real estate closings and small business... tran...
Title: Long Term Care Planning Attorney Job Responsibilities: 1. Department Leadership: ... to the Long-Term Care Planning team, including planners, care... coordinators, paralegals, and legal assistants. - Ensure departmental alignment with the law firm's values. 2. Client Engagement: - Conduct initial consultations and ongoing...
as the primary Wealth Planning expert for high net... professional consulting and advisory services to clients by developing, delivering, and implementing customized wealth plans, which include proactive, high-impact, multi-generational planning solutions. - Deliver customized wealth... plans based on each client’s...
Title: Senior Litigation Attorney Job Responsibilities: - Lead and manage commercial litigation cases from inception through trial or resolution, which includes drafting pleadings, discovery, motion practice, and trial preparation. - Provide expert legal advice to clients across various industries in complex commercial disputes,...
as the primary Wealth Planning expert for high net... strategies. - Provide professional consulting and advisory services to clients through the development, delivery, and implementation of customized wealth plans. - Develop proactive, high-impact, multi-generational planning solutions tailored to each... client’s unique circumstances....
with tax, benefits, wealth planning, and corporate law -... Draft and prepare estate and probate documents and... various corporate documents - Assist clients in completing forms and other documents - Manage court filings and track deadlines - Handle client billing...
but not limited to Estate Planning, Trust Administration, and... Probate Law. - Draft legal documents such as Advance Directives, Probate Pleadings, Trusts, and briefs with precision and clarity. - Negotiate settlements and agreements on behalf of clients while maintaining strong client relationships. -...
Title: **Members Only** Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth greater than $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW) prospects. -...
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
Job Title: Paralegal Job Responsibilities: The Estate Planning Paralegal will support... the Personal & Succession Planning practice group at the... law firm. Key responsibilities include: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, including necessary research. - Preparing probate...
Title Legal Assistant Job Responsibilities The Legal Assistant at the law firm is tasked with a variety of responsibilities aimed at supporting clients and ensuring their legal needs are met efficiently and compassionately. Key responsibilities include: - Communicating with clients and other parties to...
the following practice areas: Estate Planning, Trust & Estate... Administration, Probate, Business Law,... Labor & Employment, Corporate Transactions, Mergers & Acquisitions, Litigation, Domestic Relations, and Personal Injury. The candidate will be expected to participate in community and professional organizations, demonstrating...
the Personal & Succession Planning practice group. The responsibilities... include but are not limited to: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, which includes necessary research. - Preparing probate inventories, accountings, and other court-required filings. - Providing...
the Personal & Succession Planning practice group. The responsibilities... include: Estate Administration: - Preparing initial probate papers. - Valuing assets, either manually or using computer programs, including conducting required research. - Preparing probate inventories and accountings, and other court-required filings. - Providing information regarding filing...
Title: Associate Attorney – Estate Planning Law firm:... **Members Only** Department: Estate Planning Salary: Competitive... years of experience in estate planning and/or tax law... associate attorney in our estate planning department, you will... attorneys to provide comprehensive estate planning, tax advisory, and... planning...
5 years’ experience in estate planning and probate law.... offers a competitive salary, commensurate with experience, and an excellent benefits package. **Trusts and Estate Planning Attorney** **Members Only**,... a business law firm near Cleveland, Ohio is seeking an exp...
Law Firm Seeking Estate Planning Associate with 3-5+... offered Job Title: Estate Planning Associate Experience... 3-5+ years Department: Estate Planning and Tax ... attorney to join their Estate Planning and Tax practice... group. The firm values its...
Client Services Coordinator for Estate Planning Duties: Assists with... Area of Special Focus: Estate Planning and Estate Administration:... Assists with gathering client information for cases, Prepares the various intakes as directed, Ensures all deadlines are documented and tracked. Is responsible...
Estate Planning Attorney The candidate... should have 5+ years of practice experience. Estate planning is experience is... required. Medicaid Planning is a plus. License... to practice in Ohio, (KY and IN a plus) is required....
Estate Planning Partner The candidate... excellent client service. Significant estate planning experience with high-net-worth... individuals, their families and their businesses required. Strength in income, gift, estate, and generation-skipping tax planning... and working familiarity with... busi...
Responsibilities: - Work on sophisticated estate planning structures, handling challenging... and complex family planning matters. - Collaborate with experienced... skills. - Engage in international estate planning, advising clients worldwide... on . estate planning and transfer tax... Develop and manage complex estate planning matters involving asset......
be responsible for interacting independently with clients and managing multiple tasks related to estate planning and estate and... trust administration. While the role involves handling various legal tasks, experience with tax-exempt organizations, although preferred, is not a mandatory requirement. The...
all areas of clients' estate and tax planning, including... documents. - Administer trusts and estates, including managing the probate process and overseeing the distribution of assets. - Handle tax planning and tax compliance related... to trusts and estates. - Pro...
immediate consideration, please apply online and submit a cover letter, resume, law school transcript, and writing sample. BOLD HEADLINE: Join the Private Wealth Group at a Top Law Firm in Cleveland! H1 HEADING: Mid- to Senior-Level Private Wealth...
Job Title: Corporate Real Estate Attorney Job Responsibilities: The Corporate Real... Estate Attorney will be responsible... for assisting with all aspects of real estate transactions. This includes, but... is not limited to, drafting zoning and land use planning efforts and will be......
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
focusing on asset protection and Medicaid cases. Key responsibilities include: - Advising clients on various elder law matters, including asset protection planning and Medicaid crisis planning... from start to finish.... - Handling estate planning, guardianship, powers of... attorney,... and post-dea...
have 3 to 5 years of experience, licensed to practice in Ohio. Candidates with experience in business transactions, corporate law, estate planning, federal and state... tax compliance should apply. Must be able to draft transactional documents and negotiate commercial contracts....
Senior Tax Associate, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries, your primary responsibilities... identifying and implementing tax planning and consulting opportunities for... participating in the tax planning and consultation process to... deliver an outstanding client...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... Tax Manager at Company, you will be responsible for providing tax consulting and the construction and real estate industries. Your role will... You will manage tax planning, prepare tax calculations, and......
Tax Senior Manager- Real Estate Tax Credits Job Responsibilities: -... Lead and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior...
Senior Manager - Real Estate Tax Credits Job Responsibilities: The... Senior Manager for Real Estate Tax Credits will be... a pivotal member of the Housing and Community Development practice at the company. The primary responsibilities include: - Leading and managing the closing...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions, ensuring that all financial and legal requirements are met. - Review financial models to ensure...
working knowledge of Real Estate, Business, Estate Planning, or... Probate law • The ability to manage multiple projects at one time • The ability to work independently and take initiative • Strong written and verbal communication skills • Strong organizational...
don’t have a sense of humor, please don’t apply. The ideal candidate for this position will have a strong work ethic, a positive attitude, and a passion for the law. They will also possess the ability to work independently,...
the Personal and Succession Planning practice group in Cleveland,... a wide range of estate administration, estate and gift... tax, and trust administration initial probate papers and court-required assets using research and approved and communicate filing deadlines for...