Estate Planning Attorney- Perrysburg, OH

Estate Planning Attorney-Full Time

Location:
Perrysburg, OH, 43551

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

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

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

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

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

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

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

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

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

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

• Admission to the Ohio bar and in good standing.

• 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.

• Strong understanding or demonstrable interest in developing a strong understanding of 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.

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

• Family owned businesses.

• Outstanding benefit packages and a people-first work environment.

• Stable, growing company with tremendous opportunity for career advancement.

• Competitive compensation and benefits.