Thompson Hine LLP · 1 week ago
Personal & Succession Planning – Staff Attorney
Ohio, United States
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $125K/yrThompson Hine LLP is seeking an experienced Staff Attorney to join their Personal & Succession Planning practice group. This role involves supporting estate administration, estate and gift tax, and trust administration matters, including preparing probate papers and collaborating with external professionals.
AdviceConsultingLegal
Responsibilities
Preparing initial probate papers
Valuing assets through research and approved tools
Preparing probate inventories, accountings, and other court-required filings
Tracking and communicating filing and other deadlines for firm-wide docketing
Liaising with courts and government agencies to process filings, record deeds and conveyances, and, when necessary, personally filing estate documents
Drafting deeds and other transfer documents to fund revocable trusts
Coordinating and arranging beneficiary distributions
Researching state and county records to obtain information on business entities and heirs
Meeting with Probate Court Magistrates as needed
Gathering and organizing gift, asset, and debt information from executors and trustees
Preparing first drafts of estate and gift tax returns
Collaborating with external professionals such as accountants, financial advisors, and family offices
Reviewing brokerage statements, arranging beneficiary distributions, and preparing reports to beneficiaries
Qualification
Required
Experience as a Staff Attorney in Personal & Succession Planning
Support for estate administration, estate and gift tax, and trust administration matters
Ability to prepare initial probate papers
Valuing assets through research and approved tools
Preparing probate inventories, accountings, and other court-required filings
Tracking and communicating filing and other deadlines for firm-wide docketing
Liaising with courts and government agencies to process filings
Recording deeds and conveyances
Personally filing estate documents when necessary
Drafting deeds and other transfer documents to fund revocable trusts
Coordinating and arranging beneficiary distributions
Researching state and county records to obtain information on business entities and heirs
Meeting with Probate Court Magistrates as needed
Gathering and organizing gift, asset, and debt information from executors and trustees
Preparing first drafts of estate and gift tax returns
Collaborating with external professionals such as accountants, financial advisors, and family offices
Reviewing brokerage statements
Arranging beneficiary distributions
Preparing reports to beneficiaries
Prior experience working with banks, county auditors, and other governmental agencies
Company
Thompson Hine LLP
Thompson Hine LLP, a full-service business law firm with over 400 lawyers in 11 offices, was ranked number 1 in the category "Most innovative North American law firms: New working models" by the Financial Times and was 1 of 7 firms shortlisted for The American Lawyer's inaugural Legal Services Innovation Award.
Founded in 1911
501-1000 employees
H1B Sponsorship
Thompson Hine LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Marc Minor
Senior Counsel
Recent News
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