Estate Planning Attorney- Perrysburg, OH

Estate Planning Attorney- Full Time

Location:Perrysburg, OH, 43551

What you will be doing:

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  Provide comprehensive estate planning services including drafting wills, trusts, and other estate planning documents.

  
  


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  Develop and implement tax-efficient strategies for wealth transfer and estate planning.

  
  


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  Develop and implement strategies for asset protection, business succession planning, and charitable giving.

  
  


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  Conduct thorough legal research and analysis to support estate planning and tax strategies.

  
  


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  Stay current with changes in tax laws and regulations affecting estate planning.

  
  


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  Collaborate with clients' financial advisors, accountants, and other professionals to ensure a holistic approach to wealth management.

  
  


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  Assist in the preparation and filing of estate and gift tax returns.

  
  


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  Participate in client meetings and presentations, explaining complex legal concepts in an understandable manner.

  
  


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  Maintain client confidentiality and manage sensitive information with the highest level of integrity.

  
  

Experience you will need:

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  Juris Doctor (JD) degree from an accredited law school.

  
  


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  Admission to the Ohio bar and in good standing.

  
  


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  Minimum of 1 year of experience in estate planning and tax law, preferably with high net worth (HNW) and ultra-high net worth (UHNW) clients.

  
  


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  Strong understanding or demonstrable interest in developing a strong understanding of federal and state tax laws, including estate, gift, and generation-skipping transfer taxes.

  
  


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  Excellent analytical, research, and writing skills.

  
  


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  Ability to communicate complex legal concepts clearly and effectively.

  
  


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  Proven ability to manage multiple clients and projects simultaneously.

  
  


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  High level of professionalism, integrity, and ethical standards.

  
  


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  Proficiency with legal research tools and estate planning software.

  
  

What is it for you:

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  Provides sophisticated estate & business succession planning, estate & trust administration and professional fiduciary services to financially successful families.

  
  


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  Family owned businesses.

  
  


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  outstanding benefit packages and a people-first work environment

  
  


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  Stable, growing company with tremendous opportunity for career advancement

  
  


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  Competitive compensation and benefits