Trust & Estate Planning Associate - Youngstown, OH
On-siteYoungstown, Ohio, United States
Youngstown, Ohio, United StatesOn-siteFull TimeEntry LevelLegalMedium
Full TimeEntry LevelMediumLegal
Job Summary
Draft estate planning documents and manage complex trusts, estates, and guardianship cases. Draft pleadings and attend hearings in guardianship litigation matters while leveraging deep expertise in tax planning and charitable giving strategies. Represent fiduciaries in estate and trust administration and manage client relationships under tight deadlines. Requires Ohio bar admission, three years of relevant experience, and proficiency in AI tools. Submit a cover letter, resume, salary requirement, and references to Marianne Cecchi for confidential consideration.
Required Qualifications
- Minimum of 3+ years' experience in estate planning, estate administration, and trust administration
- 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
- Charitable estate planning background, including private foundations and charitable trusts
- Proficiency in leveraging AI for estate planning practice
- Licensed to practice law in Ohio
Desired Qualifications
- Experience drafting estate planning documents
- Experience working on complex trusts, estates, and guardianship cases
- Ability to draft pleadings and attend hearings in guardianship litigation matters
- Exceptional research and writing skills
- Strong work ethic and desire for professional development
- Ability to work well under deadlines in a changing environment and perform multiple tasks effectively and concurrently while using sound judgment in decision-making
- Ability to manage relationships with clients and colleagues
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.