Trusts and Estates Senior Associate or Partner
Company: McCarthy Lebit Crystal & Liffman Co. LPA
Location: Cleveland
Posted on: February 13, 2026
|
|
|
Job Description:
Job Description Job Description Having foundational experience
in estate planning, trust administration, tax planning, probate,
and related areas, the Trusts and Estates Senior Associate or
Partner works closely with clients to understand their needs and
provide tailored legal advice to ensure their wishes are carried
out and their assets are protected. Duties and Responsibilities:
Assist partners in designing and drafting all areas of clients'
estate and tax planning including the preparation of wills, trusts,
powers of attorney, advance health care directives, and relevant
business documents. Administer trusts and estates, including
managing the probate process and overseeing the distribution of
assets. Handle tax planning and tax compliance related to trusts
and estates. Provide guidance on charitable planning, business
succession planning, and asset protection strategies. Represent
clients in probate court and other legal proceedings as necessary.
Keep up to date with changes in estate and tax laws and
regulations. Build and maintain strong client relationships through
effective communication and personalized service. Collaborate with
other attorneys, accountants, financial advisors, and other
professionals to provide comprehensive legal solutions.
Requirements Licensed to practice law in Ohio. A Minimum of 3-7
years of experience in trust and estate law is required. Accounting
and/or tax experience or education preferred. Strong knowledge of
estate planning, probate, and trust administration. Excellent
analytical, drafting, and negotiation skills. High level of
professionalism and ethical standards. Strong interpersonal and
communication skills. Ability to manage multiple clients and
projects simultaneously. Attention to detail and strong
organizational skills.
Keywords: McCarthy Lebit Crystal & Liffman Co. LPA, Taylor , Trusts and Estates Senior Associate or Partner, Legal , Cleveland, Michigan
