Join a thriving private wealth practice where you'll advise high-net-worth individuals, families, and business owners on sophisticated estate planning, wealth preservation, and succession planning matters. This shareholder-level opportunity offers significant autonomy, direct client relationships, and the ability to help shape and grow a highly collaborative practice. You'll work alongside experienced attorneys serving complex planning needs while enjoying long-term leadership and practice-building opportunities within a collegial environment.
Key Responsibilities
- Advise high-net-worth individuals, families, and business owners on comprehensive estate, trust, tax, and succession planning strategies.
- Draft and review sophisticated estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and related wealth transfer instruments.
- Counsel clients regarding estate, gift, and generation-skipping transfer tax planning.
- Handle trust and estate administration matters, including post-death planning and fiduciary guidance.
- Collaborate with clients' financial advisors, accountants, and other professionals to develop customized wealth preservation strategies.
Qualifications / Nice to Have
Must Have
- Juris Doctor (J.D.) from an accredited law school.
- Active Illinois Bar membership in good standing.
- 5+ years of trusts and estates experience.
- Experience advising high-net-worth individuals and families.
- Experience drafting wills, trusts, powers of attorney, and sophisticated estate planning documents.
- Knowledge of federal and state estate, gift, and trust tax laws.
Nice to Have
- Estate and trust administration experience.
- Experience preparing or reviewing federal gift and estate tax returns.
- Experience advising closely held business owners on succession planning.
- Existing referral sources or business development experience.
Benefits
- Compensation: $235,000 - $300,000+ base salary, based on experience and productivity.
- Origination bonus opportunities.
- Profit-sharing program.
- Leadership-level role with substantial autonomy and client responsibility.
- Opportunity to expand and grow a sophisticated private wealth practice.
- Long-term advancement and practice-building opportunities.
- Additional benefits were not provided in the source information.
Why Join This Opportunity
- Advise high-net-worth individuals, families, and business owners on complex wealth preservation and succession planning matters.
- Build long-term trusted advisor relationships with successful clients and their families.
- Handle sophisticated estate planning, tax planning, trust administration, and wealth transfer strategies.
- Enjoy a collaborative environment that supports leadership, professional growth, and business development.
- Benefit from strong compensation, bonus opportunities, and the ability to build a lasting private wealth practice.