Private Client Counsel

Verital Advisory Search; Chicago (IL); On-site; USD 210,000 - 290,000; Full time

Job summary

Verital Advisory Search is seeking a senior Private Client attorney in Chicago to join a sophisticated Trusts & Estates practice. The role focuses on advising high-net-worth and ultra-high-net-worth clients on estate, gift, GST, fiduciary income tax, and wealth transfer matters.

Responsibilities include advising on complex wealth transfer strategies, handling trust and estate administration, and guiding fiduciaries on tax issues while maintaining strong client relationships in a high-end,

Qualifications

• Strong technical tax background required.
• Experience advising high-net-worth and ultra-high-net-worth clients.
• Background handling complex wealth transfer and administration matters.
• Proven ability to manage client relationships and provide strategic advice.

Responsibilities

• Advise on sophisticated estate and gift tax planning.
• Structure complex wealth transfer strategies for families and individuals.
• Manage trust and estate administration matters.
• Counsel fiduciaries and closely held businesses on tax issues.

Skills

Technical tax expertise

HNW/UHNW advisory

Wealth transfer & admin

Client advisory skills

Job description

A highly regarded Chicago law firm is seeking a senior Private Client attorney to join its sophisticated Trusts & Estates practice.

The group advises high-net-worth and ultra-high-net-worth individuals, families, family offices, and closely held businesses on complex estate, gift, GST, fiduciary income tax, and wealth transfer matters.

Responsibilities

• Advise on sophisticated estate and gift tax planning
• Structure complex wealth transfer strategies
• Handle trust and estate administration matters
• Advise closely held businesses on succession planning
• Counsel fiduciaries on complex tax issues
• Serve as a trusted advisor to sophisticated private clients

Qualifications

• Strong technical tax background
• Significant experience advising HNW and UHNW clients
• Experience with complex wealth transfer and administration matters
• Strong client relationship and advisory skills

This is a strong opportunity for an experienced private client attorney looking to join a sophisticated Chicago platform with high-end work and significant client responsibility.