Trusts & Estates Attorney
CyberCoders
Job Description
Job Description
Trusts & Estates Attorney
Position Summary
We are seeking a motivated Trust and Estates Attorney with at least 3 years of relevant experience to join our Estate, Wealth & Succession Planning team in Cleveland. The ideal candidate will have a strong background in estate planning, trust administration, and tax-efficient wealth transfer strategies. This is an excellent opportunity to work with high-net-worth individuals, business owners, and families on complex, high-impact matters in a supportive, full-service firm environment.
Key Responsibilities
- Draft and review comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and beneficiary designations.
- Advise clients on estate, gift, and generation-skipping transfer tax matters, including preparation and review of related tax returns.
- Handle trust and estate administration, including probate proceedings, asset distribution, fiduciary accounting, and post-mortem tax planning.
- Develop and implement business succession plans for closely held businesses and family enterprises.
- Collaborate with attorneys across practice areas (corporate, tax, real estate, and litigation) to provide integrated solutions for clients.
- Counsel clients on charitable giving, family governance, and wealth preservation strategies.
- Manage client relationships, including meetings, ongoing advice, and responsiveness to client needs.
- Participate in business development activities and contribute to thought leadership (e.g., articles, presentations, or seminars).
Qualifications
- J.D. from an accredited law school and active membership in good standing with the Ohio Bar (or eligibility to waive in).
- Minimum 3 years of experience practicing in trust and estates, estate planning, or a related field (experience in a mid-sized or larger law firm preferred).
- Strong knowledge of federal and Ohio estate/gift tax laws, probate procedures, and trust administration.
- Experience working with high-net-worth individuals, family businesses, and complex asset structures is highly desirable.
- Excellent drafting, analytical, and communication skills.
- Detail-oriented with strong organizational abilities and the capacity to manage multiple matters efficiently.
- Collaborative team player who thrives in a client-focused environment.
Benefits
- Health
- Dental
- Vision
- 401k
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