Senior Private Client Counsel: HNW Trusts & Tax

Adams-; Chicago (IL); On-site; USD 300,000 - 400,000; Full time

Job summary

Adams- in Chicago seeks an experienced Private Client Counsel to join its Private Client practice. This well-established national law firm serves high-net-worth and ultra-high-net-worth individuals, families, and family offices on complex estate and tax planning.

Responsibilities include advising on estate, gift, GST tax planning; developing wealth-transfer strategies; counseling on trust administration; and guiding fiduciaries on tax and administration. Illinois license required.

Qualifications

• 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.

Responsibilities

• Advise clients on 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.

Skills

Estate planning

High net worth

Fiduciary tax

Wealth transfer

Trust administration

Client service

Writing

Illinois license

Education

Active Illinois law license

Job description

Adams- in Chicago seeks an experienced Private Client Counsel to join its Private Client practice. This well-established national law firm serves high-net-worth and ultra-high-net-worth individuals, families, and family offices on complex estate and tax planning.

Responsibilities include advising on estate, gift, GST tax planning; developing wealth-transfer strategies; counseling on trust administration; and guiding fiduciaries on tax and administration. Illinois license required.