Trusts & Estates Associate jobs in United States
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UB Greensfelder ยท 1 day ago

Trusts & Estates Associate

UB Greensfelder is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior legal solutions. They are seeking an Associate Attorney with experience in estate planning to join their Trusts & Estates Practice Group, focusing on the administration and disposition of estates, tax laws, and wealth planning techniques.

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Responsibilities

Counsel families and individuals regarding the administration and disposition of their estates through basic and sophisticated lifetime, estate and charitable planning
Work with corporate clients on succession issues
Work with charitable institution clients on planned giving matters
Prepare related documents (revocable/irrevocable trusts, wills, powers of attorneys, etc.)
Draft premarital agreements
Conduct research and analysis of complex state law and federal tax law issues

Qualification

Estate planningTax law knowledgeDocument preparationResearchAnalysisCommunication skills

Required

3+ years of experience in estate planning
Ohio law license
Income, estate, gift, GST, and other tax laws attendant to this line of work
Estate/wealth planning techniques, including preparation of related documents (revocable/irrevocable trusts, wills, powers of attorneys, etc.)
Drafting premarital agreements
Research and analysis of complex state law and federal tax law issues
Superior communication skills, both written and verbal

Benefits

Medical/dental/vision
401(k) with employer contribution
Short and long term disability plans
Life insurance
Integration and formal mentor programs
Seminar and CLE expenses
Professional development hours and training programs
Part-time and hybrid work options
Paid Parental Leave and Parental Support Programs
Domestic partner benefits
Reintegration Program with ramp down/up periods
Well-Being Program focusing on physical, financial, emotional and social health
Business casual work environment

Company

UB Greensfelder

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UB Greensfelder is a law firm that provides tax, real estate, investigation, and business legal solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Abby Risner
Partner
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Alan Scheufler
Partner
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