Estate Planning Attorney

A law firm seeks an Estate Planning Attorney for their Perrysburg, OH, office. Here's a detailed job description:

Job Overview: The Estate Planning Attorney will provide comprehensive legal services in estate planning, focusing on drafting wills, trusts, and other documents. They will develop tax-efficient strategies for wealth transfer, asset protection, business succession planning, and charitable giving. The role requires collaboration with clients' advisors and staying updated on tax laws.

Duties and Responsibilities:

• Draft wills, trusts, powers of attorney, and other estate planning documents.
• Develop and implement tax-efficient strategies for wealth transfer and estate planning.
• Create strategies for asset protection, business succession planning, and charitable giving.
• Conduct legal research and analysis to support estate planning and tax strategies.
• Stay informed about changes in tax laws affecting estate planning.
• Collaborate with clients' financial advisors, accountants, and other professionals.
• Assist in preparing and filing estate and gift tax returns.
• Participate in client meetings, explaining legal concepts clearly.
• Maintain confidentiality and manage sensitive information with integrity.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the Ohio Bar and in good standing.
• Minimum 1 year of experience in estate planning and tax law, preferably with high net worth (HNW) and ultra-high net worth (UHNW) clients.
• Strong understanding or demonstrable interest in federal and state tax laws, including estate, gift, and generation-skipping transfer taxes.
• Excellent analytical, research, and writing skills.
• Ability to communicate complex legal concepts clearly and effectively.
• Proven ability to manage multiple clients and projects simultaneously.
• High level of professionalism, integrity, and ethical standards.
• Proficiency with legal research tools and estate planning software.

Education and Certifications:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the Ohio Bar.

Skills:

• Strong understanding of federal and state tax laws.
• Excellent analytical, research, and writing skills.
• Ability to communicate complex legal concepts.
• Proficiency with legal research tools and estate planning software.