Estate Planning Associate Attorney

A law firm seeks a knowledgeable and detail-oriented Estate Planning Associate Attorney with 3-5 years of relevant experience to join its Cincinnati, Ohio office. The ideal candidate will have a strong foundation in estate planning, probate, and trust law, coupled with a solid understanding of tax implications related to these areas.

Duties

• Manage and assist in drafting estate planning documents, including wills, trusts, and powers of attorney.
• Provide comprehensive guidance on probate and trust administration matters.
• Conduct client consultations to assess needs and recommend appropriate estate planning strategies.
• Collaborate with clients on wealth and business succession planning.
• Prepare and file necessary tax documents, demonstrating a solid understanding of relevant tax laws.
• Maintain meticulous records and ensure compliance with all legal standards and regulations.
• Foster positive client relationships through effective communication and personalized service.

Requirements

• A minimum of 3-5 years of substantive experience in estate planning, probate, and trust law.
• Strong tax background; an LLM in tax law is preferred but not mandatory.
• Experience in wealth and business succession planning is advantageous.
• Proven ability to manage a diverse caseload independently while working collaboratively with the legal team.

Education

• Juris Doctor (JD) from an accredited law school.
• A strong academic record is required.

Certifications

• Active license to practice law in Ohio.
• Additional certifications in tax law or estate planning are a plus.

Skills

• Exceptional written and oral communication skills.
• Strong analytical and problem-solving abilities.
• Detail-oriented with excellent organizational skills.
• Proficient in legal research and drafting.
• Ability to build and maintain strong client relationships.
• Familiarity with accounting principles is beneficial.

Benefits

• Comprehensive medical, dental, and vision insurance options, including HSA with employer contributions and PPO plans.
• Life insurance, short- and long-term disability coverage.
• Generous paid time off policy, including sick leave and vacation.
• 401(k) retirement plan with competitive employer matching.
• Access to various parental leave programs and employee well-being initiatives.

This large full-service firm has offices throughout Ohio and other states along the Eastern seaboard. Associates can expect ongoing training at the departmental level and a strong, viable mentoring program, along with quick responsibilities and client contact. It is not unusual for first- and second-year litigators to take and defend depositions. The firm culture is very collegial and informal, and associates seem more cooperative than competitive. Compensation is competitive with that of other major firms in comparable metropolitan areas. In addition, associates are eligible to participate in the firm's profit-sharing plan after they complete two years of eligibility service with the firm. A recent infusion of capital and attorneys has caused substantial growth and promises future expansion.