Estate Planning Attorney

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About Us: Join a dynamic, mid-sized entrepreneurial business law firm with a commitment to collaboration and client success. We foster a supportive environment for our team and value creativity, teamwork, and a commitment to excellence.

Position Overview

We are seeking a Senior Associate level attorney with a strong background in providing guidance on a spectrum of matters, from fundamental estate plans to intricate business succession arrangements as well as estate administration. The ideal candidate has significant experience and knowledge advising clients and their families on complex estate planning techniques.

KEY RESPONSIBILITIES

• Handle a variety of estate, wealth, and succession planning matters, such as asset protection, business succession planning, establishing a family estate plan, elder law planning, probate administration, special needs planning, and tax minimization & complex planning.
• Meet with clients to discuss their estate planning needs, goals, and concerns, and provide guidance on options such as wills, trusts, powers of attorney, and healthcare directives.
• Prepare and customize legal documents, including wills, various types of trusts, and advance directives.
• Assist executors and trustees with the probate process, asset distribution, and tax filings.
• Prepare Federal estate and gift tax returns.
• Advise clients on methods to minimize estate, gift, and generation-skipping transfer taxes.
• Represent clients in probate court proceedings if disputes arise or wills are contested.
• Stay current with changes in estate planning and tax laws.
• Maintain long-term relationships with clients, provide ongoing advice and updates, and act as a resource for their estate planning questions.

QUALIFICATIONS:

• Juris Doctor (JD) from an accredited law school.
• Masters of Laws (LLM) in Taxation programs is preferred but not required.
• 5+ years of estate planning law experience.
• Experience representing individuals and business seeking effective solutions for their wealth and succession planning needs.
• Significant tax planning experience.
• Licensed to practice law in the state of Ohio is required and Florida is preferred.
• Proficiency with estate planning software, such as Inter Active Legal or similar.
• Demonstrated excellence in legal writing and analysis.
• Proven ability to work independently and as part of a team.
• Excellent communication skills and a client-focused approach.

WHAT WE OFFER:

• A collaborative and entrepreneurial work environment where your expertise is valued.
• Opportunities for professional growth in a growing firm with a broad and diverse client base.
• Competitive compensation package, including performance bonuses and benefits.
• Flexible work options
• Supportive leadership and a team-oriented culture that fosters innovation and creativity.

Why Join Us?

At KJK, you will be part of a collaborative team that values your expertise and offers opportunities for professional growth. You will play a key role in shaping the future of our firm while managing sophisticated transactions on behalf of a diverse client base.

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Legal
• Industries Law Practice

Referrals increase your chances of interviewing at Kohrman Jackson & Krantz LLP by 2x

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Student loan assistance

Tuition assistance

Disability insurance

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