Senior Private Client Counsel - Estate & Tax Planning

Adams & Martin Group

Chicago (IL)

In loco

USD 300.000 - 400.000

Tempo pieno

7 giorni fa
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Bonus
Benefits package

Descrizione del lavoro

Adams & Martin Group in Chicago seeks an experienced Private Client attorney to advise high-net-worth and ultra-high-net-worth individuals, families, and family offices on complex estate and tax planning.

You will lead sophisticated wealth-transfer strategies, advise on trust and estate administration, and work closely with other professionals to deliver integrated solutions and fiduciary tax planning.

Competenze

  • 9+ years of estate planning experience.
  • Experience with high-net-worth and ultra-high-net-worth clients.
  • Strong knowledge of estate, gift, GST, and fiduciary income tax matters.
  • Experience with sophisticated wealth-transfer planning and trust structures.
  • Experience with trust and estate administration.
  • Strong writing, communication, and client-service skills.
  • Active Illinois law license required.

Mansioni

  • Advise clients on sophisticated estate, gift, and generation-skipping transfer tax planning
  • Develop and implement advanced wealth transfer and estate planning strategies
  • Counsel clients on trust and estate administration
  • Advise fiduciaries on complex tax and administration matters
  • Handle fiduciary income tax issues
  • Counsel business owners and families on business succession planning
  • Serve as a trusted advisor to sophisticated private clients and their other professional advisors

Conoscenze

Estate planning
High-net-worth client service
Tax planning (GST, fiduciary)
Trust structures
Trust administration
Legal writing
Illinois bar license

Formazione

Active Illinois law license

Descrizione del lavoro

Adams & Martin Group in Chicago seeks an experienced Private Client attorney to advise high-net-worth and ultra-high-net-worth individuals, families, and family offices on complex estate and tax planning.

You will lead sophisticated wealth-transfer strategies, advise on trust and estate administration, and work closely with other professionals to deliver integrated solutions and fiduciary tax planning.

Ottieni la revisione del curriculum gratis e riservata.

o trascina qui il file.

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