Trust & Estate Attorney

Jobot; Northbrook (IL); On-site; USD 125,000 - 150,000; Full time

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

Job details

Salary: $125,000 - $150,000 per year

This Jobot Job is hosted by: Tony Fasano

A bit about us:

We are seeking a dynamic and experienced Permanent Trust & Estate Attorney to join our high-performing legal team. This exciting role will allow you to leverage your expertise in Trust & Estates, Estate Planning, Estate Plan, Probate, Trust Administration, Estate Administration, Wills, Power of Attorney, Estate Tax, Gift Tax, Fiduciary, 1031 Exchange, and Wealth Management. The successful candidate will be responsible for managing and overseeing all aspects of our clients' estate planning and trust administration needs. You will provide strategic advice, draft and review documents, and ensure compliance with all relevant laws and regulations. This is a fantastic opportunity for a seasoned attorney who is ready to take their career to the next level.

Why join us?

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K

Responsibilities

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

Qualifications

1. Juris Doctor (JD) degree from an accredited law school.
2. Admitted to practice law in the state.
3. Minimum of 5 years of experience in trust and estate law, with a strong focus on estate planning, trust administration, and probate.
4. Extensive knowledge of estate, gift, and generation-skipping transfer tax laws.
5. Experience with 1031 exchanges and wealth management strategies.
6. Excellent analytical, negotiation, and communication skills.
7. Ability to manage multiple projects simultaneously and work under pressure.
8. Proficiency in using legal research tools and software.
9. Demonstrated commitment to providing high-quality legal services to clients.
10. Strong ethical standards and a commitment to maintaining client confidentiality.

If you are a seasoned Trust & Estate Attorney with a passion for helping clients navigate complex legal issues related to estate planning and wealth management, we would love to hear from you. Join our team and enjoy a rewarding career where you can make a real difference.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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