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Open nowPosted 803 days ago

Estate Planning Attorney- Perrysburg, OH

FutureRecruit326 open roles

Where
Perrysburg, Ohio, United States
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Your applicationOpen nowEstate Planning Attorney- Perrysburg, OHFutureRecruit · Perrysburg, Ohio, United States

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Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 803 days ago

The posting

Location: Perrysburg,Ohio,United States

Estate Planning Attorney- Full Time

Location:Perrysburg, OH, 43551

What you will be doing:

  • Provide comprehensive estate planning services including drafting wills, trusts, and other estate planning documents.
  • Develop and implement tax-efficient strategies for wealth transfer and estate planning.
  • Develop and implement strategies for asset protection, business succession planning, and charitable giving.
  • Conduct thorough legal research and analysis to support estate planning and tax strategies.
  • Stay current with changes in tax laws and regulations affecting estate planning.
  • Collaborate with clients' financial advisors, accountants, and other professionals to ensure a holistic approach to wealth management.
  • Assist in the preparation and filing of estate and gift tax returns.
  • Participate in client meetings and presentations, explaining complex legal concepts in an understandable manner.
  • Maintain client confidentiality and manage sensitive information with the highest level of integrity.

Experience you will need:

  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the Ohio bar and in good standing.
  • Minimum of 1 year of experience in estate planning and tax law, preferably with high net worth (HNW) and ultra-high net worth (UHNW) clients.
  • Strong understanding or demonstrable interest in developing a strong understanding of federal and state tax laws, including estate, gift, and generation-skipping transfer taxes.
  • Excellent analytical, research, and writing skills.
  • Ability to communicate complex legal concepts clearly and effectively.
  • Proven ability to manage multiple clients and projects simultaneously.
  • High level of professionalism, integrity, and ethical standards.
  • Proficiency with legal research tools and estate planning software.

What is it for you:

  • Provides sophisticated estate & business succession planning, estate & trust administration and professional fiduciary services to financially successful families.
  • Family owned businesses.
  • outstanding benefit packages and a people-first work environment
  • Stable, growing company with tremendous opportunity for career advancement
  • Competitive compensation and benefits

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