Senior Estate Planning Attorney: Equity Path in 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

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.