Estate Planning Attorney

2 weeks ago

Cleveland, Ohio, United States McCarthy Lebit Crystal Liffman Co LPA Full time
Job Summary

McCarthy Lebit Crystal Liffman Co LPA seeks an experienced Attorney - Trusts and Estates and Tax Associate to join our team. The ideal candidate will have a strong foundation in estate planning, trust administration, and tax law, with a proven track record of providing exceptional legal advice to clients.

Key Responsibilities
  • Assist partners in designing and drafting estate and tax planning documents, including wills, trusts, powers of attorney, and advance health care directives.
  • Administer trusts and estates, including managing the probate process and overseeing the distribution of assets.
  • Handle tax planning and compliance related to trusts and estates.
  • Provide guidance on charitable planning, business succession planning, and asset protection strategies.
  • Represent clients in probate court and other legal proceedings as necessary.
  • Stay up-to-date with changes in estate and tax laws and regulations.
  • Build and maintain strong client relationships through effective communication and personalized service.
  • Collaborate with other attorneys, accountants, and financial advisors to provide comprehensive legal solutions.
Requirements
  • Licensed to practice law in Ohio.
  • Minimum of 5+ years of experience in trust and estate or tax law.
  • Accounting and/or tax experience or education preferred.
  • Strong knowledge of estate planning, probate, and trust administration.
  • Excellent analytical, drafting, and negotiation skills.
  • High level of professionalism and ethical standards.
  • Strong interpersonal and communication skills.
  • Ability to manage multiple clients and projects simultaneously.
  • Attention to detail and strong organizational skills.

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