Trusts & Estates Associate

UB Greensfelder LLP

$80K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in estate planning
  • Active Ohio law license
  • Knowledge of income, estate, gift, and GST tax laws
  • Experience with estate and wealth planning techniques
  • Proficient in drafting premarital agreements
  • Strong research and analysis skills for state and federal tax law
  • Excellent written and verbal communication skills

Responsibilities

  • Counsel families on estate administration and disposition
  • Advise on lifetime, estate, and charitable planning
  • Assist corporate clients with succession planning
  • Provide guidance to charitable institutions on planned giving
  • Draft estate planning documents such as wills and trusts
  • Perform legal research on complex tax laws
  • Collaborate with colleagues and clients to develop strategies

Benefits

  • Comprehensive medical, dental, and vision plans
  • 401(k) with employer contributions
  • Short and long term disability insurance
  • Life insurance coverage
  • Formal integration and mentor programs
  • Reimbursement for seminar and CLE expenses
  • Dedicated professional development programs
  • Flexible part-time and hybrid work options
  • Paid parental leave and support programs
  • Domestic partner benefits
  • Unique reintegration program for new hires
  • Well-Being Program focusing on holistic health
  • Business casual work environment
Full Job Description
UB Greensfelder currently has an opening for an Associate Attorney with 3+ years of experience in estate planning to join our Trusts & Estates Practice Group in the Cleveland office.

Our Trusts & Estates attorneys counsel families and individuals regarding the administration and disposition of their estates through basic and sophisticated lifetime, estate and charitable planning. Attorneys in this department also work with our corporate clients on succession issues and our charitable institution clients on planned giving matters. Ohio law license will be a requirement.

The ideal candidate will have experience in the following areas:
  • Income, estate, gift, GST, and other tax laws attendant to this line of work.
  • Estate/wealth planning techniques, including preparation of related documents (revocable/irrevocable trusts, wills, powers of attorneys, etc.).
  • Drafting premarital agreements.
  • Research and analysis of complex state law and federal tax law issues.
  • Superior communication skills, both written and verbal.

All candidates remain highly confidential.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our Lateral Integration Program ensures the successful transition of new attorneys into the firm. From our management team, to colleagues to professional staff, we are dedicated to helping our new attorneys effectively integrate their practice to maximize their opportunities at our firm. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder offers an outstanding benefit package which includes: medical/dental/vision, 401(k) with employer contribution, short and long term disability plans and life insurance. Additional perks include:
  • Integration and formal mentor programs
  • Seminar and CLE expenses
  • Professional development hours and training programs
  • Part-time and hybrid work options
  • Paid Parental Leave and Parental Support Programs
  • Domestic partner benefits
  • Reintegration Program with ramp down/up periods
  • Well-Being Program focusing on physical, financial, emotional and social health
  • Business casual work environment

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.

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