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Family Wealth Planning Associate Attorney 822659

Columbus, OH 43212

Posted: 04/16/2025 Job Category: Legal Job Number: 822659

Job Description

Family Wealth Planning Associate
Our client is a well-respected Columbus-based law firm that is expanding its Family Wealth Planning practice group and searching for a motivated, detail-oriented attorney who is ready to deliver exceptional legal services to their valued clients. Family Wealth Planning Associate candidates can expect to collaborate with a talented team and contribute to the continued growth of the firm's trusts and estates practice while having opportunities to advance toward partnership.

Join a team of self-motivated professionals who share the values of teamwork, integrity, dedication, and service. This firm offers its attorneys excellent mentorship, the potential for partnership, and opportunities to make a meaningful impact through public speaking, bar association service, and educational activities in our local communities.
What You Will Do | Role Responsibilities

  • Cultivate current client relationships and attract new clients through networking and marketing activities.

  • Manage and independently handle all aspects of the following:

  • 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 our practice group.

  • Collaborate, communicate, and cooperate with the firm's Family Wealth Planning team on assigned cases.
    About You | Qualifications

    • 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.
    This firm offers competitive salaries and benefits and a great work environment. Interested candidates should forward a resume and salary requirements to dpeters@capstonesearch.com.

    • Opening Doors to Incredible Opportunities:
    For over two decades, Capstone has been working with elite organizations from Fortune 500s to start-ups in some of the most competitive market sectors. Because of our deep connections, we’re able to match you with the most relevant and prestigious career opportunities available  — whether you’re an executive or manager, we’ll help you reach your professional goals.

    Equal Opportunity Employer:
    Capstone provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We celebrate diversity and are committed to creating an inclusive environment for all employees. Capstone will provide reasonable accommodations for people with disabilities in all parts of the hiring and employment process.

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    About Columbus, OH

    Ready to embark on an exciting career journey in the vibrant Columbus, Ohio area? Known for its thriving job market, outstanding quality of life, and abundance of opportunities for professional growth, this city beckons with its infectious energy and welcoming community. Home to the renowned Columbus Museum of Art, the historic Ohio Theatre, and the beloved Columbus Blue Jackets hockey team, this region seamlessly combines art, culture, and sports to create a dynamic environment that caters to diverse interests. With delectable cuisine, picturesque parks like the beautiful Franklin Park Conservatory and Botanical Gardens, and a bustling downtown scene, Columbus is a destination brimming with charm. Take the first step towards your dream job today by exploring our job listings in this lively and enchanting locale.