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Experienced Estate Planning & Trusts Attorney
Major Legal Services | Beachwood, Ohio
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Job Description

Our client is a well-respected, mid-size law firm in an eastern suburb of Cleveland.

The attorneys of this firm represent customers nationwide from Cleveland, Ohio and offer a full spectrum of legal services to individuals and business clients of all sizes, ranging from family-owned enterprises to multi-million dollar national and international corporations, tax-exempt organizations, governmental bodies, charities, foundations and public organizations.

Ideally, this firm is seeking to hire an attorney with 7 plus years of experience assisting high net individuals in creatively solving their estate planning and trust plan issues.

The range of responsibilities will include advising clients on the following:

Estate planning - Services for wealth transfer and estate planning range from simple wills to complex trust arrangements

Tax planning - Reduction of the impact of gift, estate and generation skipping taxes

Business Succession Planning - Comprehensive plans provide your business with a timely and smooth transition upon retirement, sale, disability or death

Probate - Guidance for fiduciaries in the administration of trusts and the Estate, assistance in the distribution of non-probate assets and preparation of estate tax returns

Litigation - Representation in will challenges, undue influence claims and fiduciary conduct cases

Property ownership - Advice on proper ownership of assets and beneficiary designations

Charitable giving - Implementation of effective methods to achieve your charitable goals

Asset protection - Structuring of asset ownership to provide security for your family

Business and Estate Documents

A focus on preparing these documents after careful review of the client's objectives, family relationship concerns and potential tax consequences:

Trusts: revocable trusts, testamentary trusts, grantor retained annuity trusts (GRATs), life insurance trusts, charitable lead annuity trusts (CLATs), charitable remainder trusts (CRTs), intentionally defective grantor trusts, qualified sub-chapter S trusts, electing small business trusts (ESBTs), spendthrift trusts, Q TIP trusts, dynasty trusts
Powers of attorney: durable power of attorney, health care power of attorney
Living wills
Buy-sell agreements
Shareholder agreements
Limited liability company operating agreements
Family limited partnerships

While a portable book of business is preferred, it is not required for the practitioner with "on point" expertise in this practice area.


Applicants must be eligible to work in the specified location

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