Trusts and Estates Associate Attorney- 3542252

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.