What are the responsibilities and job description for the Trusts and Estates Associate position at Capstone Search Advisors?
Our client is a mid-sized Cleveland, Ohio law firm that is seeking an experienced and dynamic Trusts and Estates attorney to join their growing practice in their Cleveland Ohio office.
This role involves assisting with estate and tax planning by drafting wills, trusts, and related legal documents. It includes administering trusts and estates, managing probate, overseeing asset distribution, and ensuring tax compliance. The attorney will also advise on charitable giving, business succession, and asset protection while representing clients in probate court and other legal proceedings. Staying updated on estate and tax laws and collaborating with financial professionals is essential.
Candidates must be licensed in Ohio and have 5-10 years of experience in trust and estate law, with accounting or tax knowledge preferred. Strong expertise in estate planning, probate, and trust administration is required, along with excellent analytical, drafting, and communication skills. The role demands professionalism, attention to detail, and the ability to manage multiple clients and projects effectively.
