Trusts & Estates Associate

Verital Advisory Search; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading Chicago law firm seeks a Trusts & Estates Associate for its private wealth practice. The group is Chambers-ranked with a deep bench of experienced attorneys, including ACTEC members, advising high-net-worth individuals on estate planning, wealth transfer and administration.

The practice goes beyond traditional planning to include dynasty trusts, GRATs, intra-family sales, family limited partnerships and business succession planning.

Qualifications

• 5+ years of trusts and estates experience
• Sophisticated estate planning experience
• Experience with trust and estate administration
• Exposure to advanced wealth-transfer planning techniques
• Experience preparing gift and estate tax returns
• Ability to manage matters and client relationships with limited oversight
• Strong drafting, writing and communication skills

Responsibilities

• Assist with client relationships and matters under mentorship in a private wealth setting.
• Contribute to sophisticated estate planning and wealth-transfer strategies under senior attorney guidance.
• Draft and review estate planning documents and related legal filings.

Skills

Trusts & Estates experience

Estate planning

Estate administration

Wealth-transfer techniques

Gift and estate tax returns

Client relationship management

Strong drafting and writing

Job description

A leading Chicago law firm is looking to add a Trusts & Estates Associate to its highly regarded private wealth practice.

The group is Chambers-ranked and has a deep bench of experienced attorneys, including a significant concentration of ACTEC members. The practice advises high-net-worth and ultra-high-net-worth individuals and families on sophisticated estate planning, wealth transfer and administration matters.

The work goes well beyond traditional estate planning and includes advanced strategies involving dynasty trusts, GRATs, intra-family sales, family limited partnerships, business succession planning and other complex wealth-transfer techniques.

What makes the opportunity particularly attractive is the combination of sophisticated work, strong mentorship and a more sustainable platform. Associates are given meaningful responsibility for client relationships and matters while working alongside attorneys with significant experience in complex private wealth planning.

Ideal background:

• 5+ years of trusts and estates experience
• Sophisticated estate planning experience
• Experience with trust and estate administration
• Exposure to advanced wealth-transfer planning techniques
• Experience preparing gift and estate tax returns
• Ability to manage matters and client relationships with limited oversight
• Strong drafting, writing and communication skills