Elite Trusts & Estates Associate – Private Wealth

Verital Advisory Search; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading Chicago law firm seeks a Trusts & Estates Associate for its private wealth practice. The group is Chambers-ranked with a deep bench of experienced attorneys, including ACTEC members, advising high-net-worth individuals on estate planning, wealth transfer and administration.

The practice goes beyond traditional planning to include dynasty trusts, GRATs, intra-family sales, family limited partnerships and business succession planning.

Qualifications

• 5+ years of trusts and estates experience
• Sophisticated estate planning experience
• Experience with trust and estate administration
• Exposure to advanced wealth-transfer planning techniques
• Experience preparing gift and estate tax returns
• Ability to manage matters and client relationships with limited oversight
• Strong drafting, writing and communication skills

Responsibilities

• Assist with client relationships and matters under mentorship in a private wealth setting.
• Contribute to sophisticated estate planning and wealth-transfer strategies under senior attorney guidance.
• Draft and review estate planning documents and related legal filings.

Skills

Trusts & Estates experience

Estate planning

Estate administration

Wealth-transfer techniques

Gift and estate tax returns

Client relationship management

Strong drafting and writing

Job description

A leading Chicago law firm seeks a Trusts & Estates Associate for its private wealth practice. The group is Chambers-ranked with a deep bench of experienced attorneys, including ACTEC members, advising high-net-worth individuals on estate planning, wealth transfer and administration.

The practice goes beyond traditional planning to include dynasty trusts, GRATs, intra-family sales, family limited partnerships and business succession planning.