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Trusts and Estates Senior Associate or Partner 822910

Cleveland, OH 44115

Posted: 03/13/2025 Job Category: Legal Job Number: 822910

Job Description

Trusts and Estates Senior Associate or Partner Having foundational experience in estate planning, trust administration, tax planning, probate, and related areas, the Trusts and Estates Senior Associate or Partner works closely with clients to understand their needs and provide tailored legal advice to ensure their wishes are carried out and their assets are protected.


Duties and Responsibilities:
  • Assist partners in designing and drafting all areas of clients’ estate and tax planning including the preparation of wills, trusts, powers of attorney, advance health care directives and relevant business 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.
  • Provide guidance on charitable planning, business succession planning, and asset protection strategies.
  • Represent clients in probate court and other legal proceedings as necessary.
  • Keep up to date with changes in estate and tax laws and regulations.
  • Build and maintain strong client relationships through effective communication and personalized service.
  • Collaborate with other attorneys, accountants, financial advisors, and other professionals to provide comprehensive legal solutions.

Requirements
  • Licensed to practice law in Ohio.
  • A Minimum of 5-10 years of experience in trust and estate law is required.
  • Accounting and/or tax experience or education preferred.
  • Strong knowledge of estate planning, probate, and trust administration.
  • Excellent analytical, drafting, and negotiation skills.
  • High level of professionalism and ethical standards.
  • Strong interpersonal and communication skills.
  • Ability to manage multiple clients and projects simultaneously.
  • Attention to detail and strong organizational skills.

 

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About Cleveland, OH

Unlock your potential in Cleveland, Ohio! Nestled on the shores of Lake Erie, Cleveland offers job seekers a vibrant mix of career opportunities and a welcoming community to grow in. Known as "The Rock and Roll Capital of the World," Cleveland boasts a rich cultural scene with landmarks like the Rock and Roll Hall of Fame, Playhouse Square, and the Cleveland Museum of Art. Indulge in local delicacies like pierogies and explore the scenic Metroparks for outdoor adventures. Cheer for the Cleveland Cavaliers at the Quicken Loans Arena or catch a show at the historic West Side Market. Find your dream job in Cleveland and be part of this city's irresistible charm and endless possibilities!