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Roetzel & Andress1 month ago

Estate Planning & Probate Attorney - Youngstown/Canfield Ohio

On-site · Youngstown, Ohio, United States or Canfield, Ohio, United States

Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Large
Industry
Legal

Job Summary

Provide estate planning and probate counsel to high-net-worth individuals and fiduciaries, drafting and reviewing a broad array of documents (wills, revocable trusts, SLATs, GRATs, ILITs, IDGTs, family LLCs/LPs), and representing fiduciaries in complex estates and trusts. Advise on federal estate, gift, and generation-skipping transfer taxes; develop and implement charitable estate planning strategies (CRUTs/CRATs/CLATs, private foundations); leverage AI-powered tools to enhance estate planning workflows and client service.

Required Qualifications

  • Minimum of 10 years’ experience in estate planning, estate administration, and trust administration
  • Extensive knowledge of federal estate, gift, and generation-skipping transfer taxes
  • Demonstrated ability to draft both basic and complex estate planning documents
  • Experience representing fiduciaries in estate and trust administration
  • Strong charitable estate planning background, including private foundations and charitable trusts
  • Proficiency in leveraging AI for estate planning practice
  • Licensed to practice law in Ohio
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Roetzel & Andress

Estate Planning & Probate Attorney - Youngstown/Canfield Ohio

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