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Estates Associate Jobs in Ohio (NOW HIRING)

Matthews

Associate

Cleveland, OH · On-site

Matthews Commercial Real Estate Associate Matthews is the fastest growing commercial real estate and technology company in the nation, built on a culture of teamwork, integrity, and excellence. We ...

Plug Legal

Associate - Real Estate

Cleveland, OH

$220K - $250K/yr

The Cleveland office of a premier AmLaw 100 firm is seeking a junior- to mid-level real estate associate to step into a sophisticated, transaction-heavy role. This is an opportunity for an attorney ...

Coolidge Wall

Real Estate Attorney

Dayton, OH

We are seeking real estate associate attorneys and/or lateral attorneys who are looking to grow their practice and join an established team of respected attorneys. The ideal lateral candidate should ...

Coolidge Wall Co LPA

Real Estate Attorney

Dayton, OH · On-site

We are seeking real estate associate attorneys and/or lateral attorneys who are looking to grow their practice and join an established team of respected attorneys. The ideal lateral candidate should ...

Coolidge Wall

Real Estate Attorney

Dayton, OH · On-site

We are seeking real estate associate attorneys and/or lateral attorneys who are looking to grow their practice and join an established team of respected attorneys. The ideal lateral candidate should ...

FBT Gibbons LLP

Estates Paralegal

Cincinnati, OH · On-site

Key Responsibilities: * Assist Estate Planning and Administration attorneys with relevant plans ... Associates degree or Bachelor's degree with a major in paralegal studies, OR * A Bachelor's degree ...

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Trusts and Estates Associate Attorney- 3542252

AMS Staffing, Inc.

Cleveland, OH • Hybrid

$125K - $135K/yr

Full-time

Re-posted 15 days ago

Job description

Job Title: Trusts and Estates Associate Attorney

Location: Cleveland OH 44114

Salary/Payrate: $125K-$135K annually, bonus and AWESOME benefits!!!

Work Environment: ONSITE with flexibility to work from home

Term: Permanent / Fulltime

JD degree required: Yes

Ohio Admittance/Bar: Yes

Minimum Billable hour: 1,500

Referral Fee: AMS will pay $500 should the person you refer gets hired




JOB 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. Our client seeks 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.


Key Responsibilities:


  • Estate Planning:
  • 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.


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.