Estate Planning Attorney - Chicago

SNFout; Evanston (IL); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Equity opportunity

Relocation assistance

Job summary

SNFout is seeking a partner-level Estate Planning Attorney in Chicago to lead conversations, review documents and educate UHNW families. You will work four days a week in office, advising on complex tax and trust structures and helping close new relationships.

Ideal candidates have JD and often an LLM, 10+ years of UHNW experience, and the ability to explain complex concepts clearly while partnering with senior advisors for equity opportunities.

Qualifications

• JD required, LLM a plus.
• 10+ years of UHNW estate planning with hands-on drafting experience.
• Partner-level experience at a law firm or senior planning in wealth management.

Responsibilities

• Lead custom estate planning conversations and document reviews for UHNW clients.
• Work through complex issues involving IDGTs, BDITs, SLATs, grantor trusts and estate tax.
• Coach internal advisors on estate concepts, law changes and best practices.
• Present at firmwide trainings.
• Partner with partners, senior tax advisors and family office strategists.
• Help close new relationships.

Skills

Client advisory

Public speaking

Team collaboration

Education coaching

Education

JD

LLM

Job description

Partner-level estate planners: what if the clients came to you and your job was to advise and close, not hunt?

Job Title: Estate Planning Attorney - Chicago

Position Overview

Estate Planning Attorney - Chicago: A growing wealth management firm is adding a senior estate planning voice to work directly with ultra-high-net-worth families, many with $30MM to $1B+ in assets. Clients are provided. You advise, educate and help close, with a path to equity. In office four days a week in Chicago.

Your Day-to-Day

• Lead custom estate planning conversations and document reviews for UHNW and family office clients
• Work through complex issues involving IDGTs, BDITs, SLATs, grantor trusts and estate tax
• Coach internal advisors on estate concepts, law changes and best practices
• Present at firmwide trainings
• Partner with partners, senior tax advisors and family office strategists
• Help close new relationships

Why Join Us

Estate Planning Attorney - Chicago brings partner-level economics, an equity opportunity, excellent benefits and real room to grow.

Qualifications

Estate Planning Attorney - Chicago: JD required, LLM a plus; 10+ years of UHNW estate planning with hands-on drafting experience; partner level at a law firm or senior planning experience in wealth management; able to explain complex structures in plain English.

Compensation: $250,000 - $500,000 base plus a 20-35% bonus (total package in the $400Ks-$500Ks) and an equity opportunity, depending on experience. Relocation assistance available.

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