Family Wealth Planning Associate

Job Overview:
A growing law firm is seeking a motivated and detail-oriented Family Wealth Planning Associate to join its trusts and estates practice. The successful candidate will collaborate with a talented team and have opportunities to grow professionally, with the potential for partnership. This position offers the chance to manage a variety of estate planning and administration matters, as well as build and maintain client relationships. The role presents a fantastic opportunity for professional development through mentorship, business development, and leadership in the community.

Location:

• Columbus, OH

Duties:

• Cultivate and maintain relationships with current clients while attracting new clients through networking and marketing activities.
• Independently manage all aspects of the following areas:
  • A/B trust plans
  • Irrevocable Life Insurance Trusts
  • Gift Trusts
  • Irrevocable Grantor Trusts
  • Private Settlement Agreements
  • Estate administration processes
  • Guardianships (both person and estate)
  • Gift tax return preparation
  • Federal estate tax return preparation (including portability)
• Develop and maintain relationships with referral sources and clients.
• Participate in public speaking engagements, contribute to newsletters, and support marketing and business development efforts.
• Collaborate with the Family Wealth Planning team on cases and client matters.

Requirements:

• Juris Doctor (J.D.) from an accredited law school.
• Licensed to practice law in the state of Ohio.
• At least five (5) years of experience in trusts and estates law.
• Experience with estate and gift tax return preparation; fiduciary income tax and probate litigation experience are a plus.
• Active involvement in the local probate bar or other relevant legal associations.
• Strong research, legal writing, organizational, and case management skills.
• Ability to manage complex matters independently and work effectively in a team environment.
• Entrepreneurial mindset for developing new client relationships.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• Licensed to practice law in the state of Ohio.

Skills:

• Expertise in trusts and estates law, including estate and gift tax return preparation.
• Strong research, writing, and organizational skills.
• Ability to handle complex legal matters independently.
• Ability to work collaboratively in a team environment.
• Entrepreneurial approach to business development and client relationships.

Benefits:

• Competitive salary and benefits package.
• Mentorship and professional development opportunities.
• Potential for partnership.
• Opportunities for public speaking, bar association service, and educational activities in the community.

This Ohio based firm has been in business for over 45 years. The firm specializes in all aspects of business law. Some of their areas of practice consist of business, banking-finance, litigation and capital finance. A significant group of proficient lawyers are staffed at the firm and receive notable mention in a top industry publication.