Trust & Estate Planning Associate - Youngstown, OH

Roetzel & Andress • Youngstown, OH

5d • Onsite

About The Position

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. 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.

Requirements

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed