Trusts / Estates Attorney

4 weeks ago


Cleveland, United States Brennan Manna Diamond Full time

Brennan Manna & Diamond (BMD) is seeking a highly motivated, entrepreneurial, partner or associate with significant experience in Probate, Wills, Trusts, and Estate Planning to join our Akron office.

BMD is a full-service law Firm, with 11 offices in 3 states. We listen, solve issues, and empower our clients to be successful (Clients First). We value and reflect the diversity of the communities we serve (Business Family). We believe in freedom, responsibility, and self-discipline over bureaucracy (Entrepreneurship).


Experience Requirements & Education:

• Juris Doctor (JD) Degree from an ABA-accredited law school.

• Valid license, in good standing, to practice law in the state of Ohio.

• 6+ years experience in the field of estate planning.


Responsibilities:

• Meeting and advising clients regarding, estate and tax planning, powers of attorney, living wills, deeds, asset protection, and Medicaid planning.

• Draft Wills, Trusts, Powers of Attorney, and related documents ensuring compliance with state and federal laws and regulations.

• Assist with the trust funding process, trust settlements, and estate administration.

• Representation of Fiduciaries

• Remain current on changes in estate planning, tax laws, and Medicaid laws and regulations.

• Maintain detailed documentation and records of client interactions.

• Communicate professionally and promptly with BMD personnel, and clients at all times.


Skills:

• Superior attention to detail.

• Maintain the utmost confidentiality.

• Proficient in Microsoft Office; Excel, Word.

• Excellent written and verbal communication skills.

• Strong organization and analytical skills.

• Self-motivated and have the capacity to effectively manage, organize, and complete a heavy caseload.

• Commitment to maintain high levels of professional conduct.

• Ability to lift a maximum of 20 pounds.


Work Hours:

• Full-time Monday-Friday.

• In office position.


We are an equal-opportunity employer.




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