Family Wealth Planning Associate

  • 18 Feb 2021 2:51 PM
    Message # 10114193
    Kim Fantaci (Administrator)

    Family Wealth Planning Associate 

    Carlile Patchen & Murphy LLP, a 50 year old regional law firm with offices in Grandview and Dublin, are looking for an attorney licensed in Ohio with at least three 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.

    • Basic estate plan
    • Children’s trust plan
    • A/B trust plan
    • Irrevocable life insurance trust
    • Gift trusts
    • Private Settlement Agreement
    • Release from Administration
    • Relief from Administration
    • Full Administration
    • Real Estate Only
    • Insolvency
    • Guardianship (person and estate)
    • Name Change
    • Gift tax return
    • Federal estate tax return (including for portability)

    If you would like to apply or have questions, please contact Sally McCarley at 

    Last modified: 18 Feb 2021 4:05 PM | Kim Fantaci (Administrator)

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