Estate Planning Attorney

Kohrman Jackson & Krantz

Columbus, OH

JOB DETAILS
SALARY
$46,000–$60,000 Per Week
SKILLS
Analysis Skills, Artificial Intelligence (AI), Attorney, Business Law, Business Plan, Communication Skills, Customer Relations, Entrepreneurship, Estate Planning, Financial Services, Healthcare, Insurance, Investment Services, Investor Relations, Leadership, Legal, Legal Documents, Loss Prevention, People Management, Probate, Special Needs, State Laws and Regulations, Succession Planning, Tax Planning, Tax Regulations, Tax Returns, Team Player, Transaction Processing/Management
LOCATION
Columbus, OH
POSTED
2 days ago

2 days ago Be among the first 25 applicantsAbout Us: Join a dynamic, mid-sized entrepreneurial business law firm with a commitment to collaboration and client success. We foster a supportive environment for our team and value creativity, teamwork, and a commitment to excellence.Position OverviewWe are seeking a Senior Associate level attorney with a strong background in providing guidance on a spectrum of matters, from fundamental estate plans to intricate business succession arrangements as well as estate administration. The ideal candidate has significant experience and knowledge advising clients and their families on complex estate planning techniques.KEY RESPONSIBILITIESHandle a variety of estate, wealth, and succession planning matters, such as asset protection, business succession planning, establishing a family estate plan, elder law planning, probate administration, special needs planning, and tax minimization & complex planning.Meet with clients to discuss their estate planning needs, goals, and concerns, and provide guidance on options such as wills, trusts, powers of attorney, and healthcare directives.Prepare and customize legal documents, including wills, various types of trusts, and advance directives.Assist executors and trustees with the probate process, asset distribution, and tax filings.Prepare Federal estate and gift tax returns.Advise clients on methods to minimize estate, gift, and generation-skipping transfer taxes.Represent clients in probate court proceedings if disputes arise or wills are contested.Stay current with changes in estate planning and tax laws.Maintain long-term relationships with clients, provide ongoing advice and updates, and act as a resource for their estate planning questions.QUALIFICATIONS:Juris Doctor (JD) from an accredited law school.Masters of Laws (LLM) in Taxation programs is preferred but not required.5+ years of estate planning law experience.Experience representing individuals and business seeking effective solutions for their wealth and succession planning needs.Significant tax planning experience.Licensed to practice law in the state of Ohio is required and Florida is preferred.Proficiency with estate planning software, such as InterActive Legal or similar.Demonstrated excellence in legal writing and analysis.Proven ability to work independently and as part of a team.Excellent communication skills and a client-focused approach.WHAT WE OFFER:A collaborative and entrepreneurial work environment where your expertise is valued.Opportunities for professional growth in a growing firm with a broad and diverse client base.Competitive compensation package, including performance bonuses and benefits.Flexible work optionsSupportive leadership and a team-oriented culture that fosters innovation and creativity.Why Join Us?At KJK, you will be part of a collaborative team that values your expertise and offers opportunities for professional growth. You will play a key role in shaping the future of our firm while managing sophisticated transactions on behalf of a diverse client base.Seniority level Seniority level AssociateEmployment type Employment type Full-timeJob function Job function LegalIndustries Law PracticeReferrals increase your chances of interviewing at Kohrman Jackson & Krantz LLP by 2xInferred from the description for this job Medical insuranceVision insurance401(k)Paid maternity leavePaid paternity leaveStudent loan assistanceTuition assistanceDisability insuranceGet notified about new Financial Services Associate jobs in Columbus, OH .Columbus, OH $46,000.00-$60,000.00 3 weeks agoAsset Management - Shareholder Services - Analyst Columbus, OH $53,400.00-$109,500.00 6 days agoTransactions Specialist I - Production Team We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr

About the Company

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Kohrman Jackson & Krantz

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