Senior Associate Estate Planning

Job Overview

A law firm seeks a Senior Associate Estate Planning attorney in Columbus, Ohio. The candidate will provide guidance on a range of estate planning matters, from basic plans to complex business succession arrangements and estate administration. The role requires significant experience advising clients and their families on intricate estate planning techniques.

Duties

• Handle estate, wealth, and succession planning matters, including asset protection and business succession planning.
• Meet with clients to discuss estate planning needs and provide guidance on wills, trusts, and directives.
• Prepare and customize legal documents such as wills and trusts.
• Assist executors and trustees with probate processes and tax filings.
• Prepare Federal estate and gift tax returns.
• Advise on minimizing estate, gift, and generation-skipping transfer taxes.
• Represent clients in probate court proceedings.
• Stay current with changes in estate planning and tax laws.
• Maintain long-term client relationships and provide ongoing advice.

Requirements

• Juris Doctor (JD) from an accredited law school.
• 5+ years of estate planning law experience.
• Experience in wealth and succession planning solutions.
• Significant tax planning experience.
• Licensed to practice law in Ohio; Florida preferred.
• Proficiency with estate planning software.
• Excellence in legal writing and analysis.
• Self-starter with the ability to work independently and in a team.
• Excellent communication skills and client-focused approach.

Education

• Juris Doctor (JD) from an accredited law school.
• Masters of Laws (LLM) in Taxation preferred.

Certifications

• Licensed to practice law in Ohio; Florida preferred.

Skills

• Proficiency with estate planning software.
• Excellence in legal writing and analysis.
• Self-starter with the ability to work independently and in a team.
• Excellent communication skills and client-focused approach.

Benefits

• Collaborative and entrepreneurial work environment.
• Opportunities for professional growth.
• Competitive compensation package, including performance bonuses and benefits.
• Flexible work options.
• Supportive leadership and team-oriented culture.