Trusts & Estates Associate

Levenfeld Pearlstein; Chicago (IL); Hybrid; USD 243,000 - 297,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Parental leave

Tuition reimbursement

Bonuses

Job summary

Levenfeld Pearlstein in Chicago seeks a Trusts & Estates Associate with 5-7 years of estate planning and trusts and estates administration experience to join its collaborative Trusts & Estates Group.

The role offers opportunities to draft documents, handle complex techniques, train junior staff, and manage client relationships while contributing to notable private wealth matters.

Qualifications

• Draft estate planning documents for high-net-worth clients.
• Experience with complex estate planning techniques.
• Prepare gift and estate tax returns.
• Work on trust and estate administration matters.
• Train junior associates and paralegals.
• Manage estate planning and administration project flow with minimal oversight.
• Exceptional writing and research skills.
• Strong organizational skills.
• Build client relationships and manage files.

Skills

Estate planning

Gift tax

Estate administration

Mentoring juniors

Project management

Writing & research

Client relationships

Job description

At Levenfeld Pearlstein, we know that everything starts with the right people. Our mission to provide an exceptional client experience depends upon the talent and commitment of each person in our firm. If you are looking for a different way of practicing law, find out if LP could be the right place for you.

Position

Levenfeld Pearlstein (LP) is currently seeking a Trusts & Estates Associate with 5-7 years of estate planning and trusts and estates administration experience to join its highly collaborative Trusts & Estates Group.

About the practice

LP’s Trusts & Estates group helps individuals and families achieve their business and personal goals, whether through gift planning, charitable planning, business succession planning, or estate planning, on matters that span businesses, states, and generations. Ranked by Chambers and Partners since 2016, and including 11 members of the American College of Trust and Estate Counsel, our counsel extends beyond traditional planning to encompass a special focus on multigenerational wealth planning, advising professional athletes, charitable foundation formation, and trusts and estates litigation. We also write regularly on topics of interest to our clients. Learn more about LP’s Trusts & Estates group here.

Experience that makes you a fit

• Drafting estate planning documents
• Working with complex estate planning techniques
• Preparing gift and estate tax returns
• Working on trust and estate administration matters
• Training junior associates and paralegals
• Managing estate planning and administration project flow for clients with minimal oversight
• Exceptional writing and research skills
• Strong organizational skills
• Building client relationships and managing files

Profile of a candidate who would thrive in this role

• You are client service focused
• You enjoy working collaboratively and being part of a team
• You thrive in a fast-paced environment and are a self-starter with a strong work ethic
• You approach practicing law with an entrepreneurial spirit
• You have strong writing and communication skills
• You embrace a growth mindset and are eager to continue learning and developing new skills

This role reports directly to Carrie A. Harrington, leader of the Trusts & Estates practice group. Carrie is a highly respected leader in private wealth law in Illinois and has been recognized individually in Chambers High Net Worth Guide. This is an excellent opportunity to grow professionally, work on substantive matters, and directly contribute to the exceptional service our clients expect.

Salary and benefits

The annual salary range for this position is $270,000+. LP believes this is the pay range it will pay for this position at the time of posting. Consistent with applicable law, compensation will be contingent on the skills, qualifications, and experience of the applicant and the requirements of the position. LP offers generous compensation and benefits packages, including medical, dental and vision benefits, paid parental leave, tuition reimbursement, and eligibility for performance-based bonuses.

About LP

LP is a relationship-driven firm built on the entrepreneurial spirit, exceptional client service, and growth mindset encapsulated in the LP Way, LP’s trademark business philosophy. LP serves a large pool of diverse clients across practice areas, tackling sophisticated legal matters and partnering with clients to identify and achieve their business goals. Lawyers who choose to build their careers at LP can expect:

• The opportunity to think like an entrepreneur and take ownership of engaging work
• Extensive professional development and career advancement opportunities that go beyond what most firms offer
• A flexible and sensible approach to hybrid work schedules
• A warm, collaborative, inclusive, and values-driven culture

Levenfeld Pearlstein, LLC provides equal employment opportunities to all applicants and employees in a harassment-free environment without regard to race, religion, color, national origin, gender, age, disability, sexual orientation, alienage, or veteran status.