Private Clients Trusts amp Estates Associate

BCG Attorney Search; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive bonus system

Opportunities for productivity and merit-based bonuses

Job summary

BCG Attorney Search is seeking a Private Clients, Trusts & Estates Associate to join their Chicago team. This role involves providing comprehensive estate planning services for high net worth individuals and families, coupled with trust administration responsibilities.

The ideal candidate will have 2-5 years of relevant experience, a Juris Doctor (JD) degree, and be highly skilled in drafting and communication. A comprehensive bonus system and merit-based opportunities are part of the benefits package.

Qualifications

• 2-5 years of estate planning experience.
• Ability to manage multiple projects.
• Desire to work in a sophisticated environment.

Responsibilities

• Advise clients on estate planning strategies.
• Draft wills, trusts, and ancillary documents.
• Administer estate and trust matters.
• Research tax implications of planning techniques.
• Prepare client educational materials.
• Communicate directly with clients to achieve their goals.
• Support partners across various offices.

Skills

Strong drafting and communication skills

Proficiency in tax research and analysis

Client-focused with attention to detail

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks a Private Clients, Trusts & Estates Associate to join their team in Chicago, IL. The successful candidate will work with high net worth individuals, families, and family offices, providing sophisticated estate planning services and handling estate and trust administration.

Duties

• Advise clients on estate planning strategies.
• Draft wills, trusts, and ancillary documents.
• Administer estate and trust matters.
• Research tax implications of planning techniques.
• Prepare client educational materials.
• Communicate directly with clients to achieve their goals.
• Support partners across various offices.

Requirements

• 2-5 years of estate planning experience.
• Ability to manage multiple projects.
• Desire to work in a sophisticated environment.

Education

• Juris Doctor (JD) degree.

Certifications

• Admission to the state bar.

Skills

• Strong drafting and communication skills.
• Proficiency in tax research and analysis.
• Client-focused with attention to detail.

Benefits

• Comprehensive bonus system.
• Opportunities for productivity and merit-based bonuses.