What are the responsibilities and job description for the Estate Planning and Probate Attorney position at Carlile Patchen & Murphy LLP?
FAMILY WEALTH PLANNING ASSOCIATE
Carlile Patchen & Murphy LLP, a 58 year old regional law firm with offices in Grandview and Dublin, is looking for an attorney licensed in Ohio with at least five years of experience, is interested in partnership track, is organized, timely, motivated, detail oriented, a self-starter, active in the local probate bar, engaged in marketing activity, a team player, committed to the trusts and estates practice and wants to be a part of a growing, talented team. Attorney must be competent in estate and gift tax return preparation. Fiduciary income tax experience a plus. Probate litigation experience is a plus. We are looking to grow our already robust trust and estate practice and further develop a trust and estate niche. Attorney must maintain and develop relationships with referral sources and clients. Attorney will be expected to participate in several public speaking engagements annually, contribute to our practice group and firm newsletters monthly and participate in all other marketing and business development activities sponsored by our practice group. Attorney will be strongly encouraged to participate at the firm level by serving on a committee or task force.
The attorney, with limited supervision, must be able to handle the following tasks from start to finish.
1. A/B trust plan
2. Irrevocable Life Insurance Trust
3. Gift Trust
4. Irrevocable Grantor Trusts
5. Private Settlement Agreement
6. All Paths of Estate Administration
7. Guardianship (person and estate)
8. Gift tax return preparation.
9. Federal estate tax return (including for portability) preparation.
The firm offers competitive salary and benefits and a great work environment. Interested candidates should forward a resume and salary requirements.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person