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Trust & Estate Planning Associate - Youngstown, OH

Roetzel & Andress

Youngstown, OH

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Artificial Intelligence (AI), Attorney, Customer Relations, Customer Relationship Management (CRM), Estate Planning, High Net Worth, Legal, Litigation, Military, Multitasking, Private Funding, Probate, Research Skills, Statutory Laws, Succession Planning, Tax Planning, Team Player, Time Management, Writing Skills
LOCATION
Youngstown, OH
POSTED
30 days ago
Trust & Estate Planning Associate – Youngstown, OH

Our firm is seeking an experienced Associate to join our Estate Planning and Probate practice in Youngstown, Ohio. We are dedicated to providing exceptional legal services and sophisticated estate planning solutions to our clients. If you have a passion for estate planning and trust administration and thrive in a collaborative environment, this opportunity is for you.

Position Overview

Our Estate Planning and Probate practice is renowned for serving high-net worth individuals, closely held businesses, and family offices with comprehensive wealth succession planning. We provide sophisticated legal counsel tailored to the unique needs of each client, helping them preserve assets, efficiently transfer wealth, and achieve long-term financial goals. The team leverages deep expertise in estate and trust administration, corporate structure and transactions, tax planning, and charitable giving strategies to deliver exceptional outcomes for clients seeking to secure their legacies for future generations.

Responsibilities

  • 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

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
How to Apply

Qualified candidates should submit a cover letter, resume, salary requirement and references for confidential consideration to Marianne Cecchi at mcecchi@ralaw.com.

Roetzel & Andress is an Equal Opportunity Employer.

Roetzel & Andress maintains a policy of non-discrimination and inclusion with respect to all employees and applicants for employment. All decisions as to employment with the Firm are governed solely on the basis of merit, competence, and qualifications, and are not influenced or informed in any manner by the employee’s or applicant’s race, color, religion, sex, age, national origin, ancestry, disability, marital or parental status, sexual orientation, gender identity, military status, veteran status, or any other basis prohibited by statute.
 

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About the Company

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Roetzel & Andress