Shareholder, Trusts and Estates Attorney

CyberCoders

Chicago (IL)

On-site

USD 235,000 - 300,000

Full time

7 days ago
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Benefits offered by this job

Compensation: $235,000 - $300,000+
Profit-sharing program
Leadership-level role

Job summary

CyberCoders’ private wealth practice in Chicago seeks a shareholder-level estate planning attorney to advise high-net-worth individuals, families, and business owners on sophisticated wealth transfer, trust and tax strategies.

You’ll have significant autonomy, direct client relationships, and opportunities to shape and grow a collaborative practice alongside experienced attorneys.

Qualifications

  • J.D. from an accredited law school and active Illinois Bar membership.
  • 5+ years of trusts and estates experience advising high-net-worth clients.
  • Experience drafting wills, trusts, powers of attorney, and related documents.
  • Strong knowledge of federal and state estate, gift, and trust tax laws.

Responsibilities

  • Advise high-net-worth individuals, families, and business owners on estate, trust, tax, and succession planning.
  • Draft and review wills, revocable/irrevocable trusts, powers of attorney, and wealth transfer instruments.
  • Counsel on estate, gift, and generation-skipping transfer tax planning.
  • Handle trust and estate administration and fiduciary guidance.
  • Collaborate with clients' advisors to develop customized wealth preservation strategies.

Skills

Estate planning
Trusts & estates
Client counseling
Tax planning
Document drafting

Education

Juris Doctor (J.D.) from an accredited law school

Job description

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.
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