Senior Trust & Estate Attorney – Wealth Planning

Jobot

Northbrook (IL)

On-site

USD 125,000 - 150,000

Full time

6 days ago
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Benefits offered by this job

Health Insurance
Dental Insurance
Vision Insurance
401K

Job summary

Jobot in Northbrook, IL seeks a Permanent Trust & Estate Attorney to manage estate planning, probate, and wealth management for clients. You will draft and review documents, provide strategic advice, and ensure compliance.

The ideal candidate has JD, license in Illinois, 5+ years in trust and estate law, and experience with 1031 exchanges and tax matters. This role offers comprehensive benefits including health, dental, vision, and 401K.

Qualifications

  • JD from an accredited law school.
  • Admitted to practice law in the state.
  • Minimum 5 years in trust and estate law.
  • Extensive knowledge of estate, gift, and generation-skipping tax laws.
  • Experience with 1031 exchanges and wealth management.
  • Strong analytical, negotiation, and communication skills.

Responsibilities

  • Provide expert legal advice on trust and estate planning, wealth management, and related tax matters.
  • Draft, review, and revise wills, trusts, powers of attorney, and other estate planning documents.
  • Oversee all aspects of trust and estate administration, including probate proceedings, estate tax returns, and fiduciary accountings.
  • Advise clients on strategies for minimizing estate, gift, and generation-skipping transfer taxes.
  • Handle complex legal issues related to 1031 exchanges, fiduciary duties, and wealth preservation strategies.
  • Stay updated on current laws and regulations related to trust and estate planning and administration.
  • Collaborate with a team of attorneys, paralegals, and other legal professionals to provide comprehensive legal services to our clients.

Skills

Estate planning
Trust administration
Wills & Probate
Tax knowledge
Legal research

Education

Juris Doctor (JD)

Job description

Jobot in Northbrook, IL seeks a Permanent Trust & Estate Attorney to manage estate planning, probate, and wealth management for clients. You will draft and review documents, provide strategic advice, and ensure compliance.

The ideal candidate has JD, license in Illinois, 5+ years in trust and estate law, and experience with 1031 exchanges and tax matters. This role offers comprehensive benefits including health, dental, vision, and 401K.

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