Trusts & Estates Associate

LJW Solutions; Chicago (IL); On-site; USD 243,000 - 297,000; Full time

Job summary

LJW Solutions seeks an experienced Trusts & Estates Associate to join its sophisticated Private Wealth practice in Chicago. The successful attorney will advise individuals and families on complex estate planning, wealth-transfer, and trust administration matters, with exposure to multigenerational wealth planning and charitable planning.

The role offers significant client contact and requires managing estate planning and administration matters with minimal supervision.

Qualifications

• 5–7 years of Trusts & Estates experience.
• Experience with sophisticated estate-planning techniques.
• Trust and estate administration experience.
• Experience preparing gift and estate tax returns.
• Excellent research and writing skills.
• Strong organisational ability.
• Ability to manage matters with minimal supervision.
• Strong client-facing and relationship-management skills.

Responsibilities

• Drafting sophisticated estate-planning documents.
• Revocable and irrevocable trusts.
• Complex wealth-transfer planning.
• Gift planning.
• Business succession planning.
• Trust administration.
• Preparing gift and estate tax returns.
• Advising high-net-worth individuals and families.
• Managing trust and estate administration matters.
• Developing long-term client relationships.
• Supervising junior associates and paralegals where appropriate.

Skills

Estate planning

Trust administration

Tax return preparation

Legal research

Client relations

Independent work

Legal writing

Education

Juris Doctor (JD)

Job description

An excellent opportunity has arisen for an experienced Trusts & Estates Associate to join a sophisticated Private Wealth practice in Chicago.

The successful attorney will advise individuals and families on complex estate planning, wealth-transfer and trust administration matters, with particular exposure to multigenerational wealth planning, business succession and charitable planning.

The position offers substantial client contact and is suited to an attorney capable of independently managing estate planning and administration matters with limited supervision.

The Role

Responsibilities will include:

• Drafting sophisticated estate-planning documents.
• Revocable and irrevocable trusts.
• Complex wealth-transfer planning.
• Gift planning.
• Business succession planning.
• Trust administration.
• Preparing gift and estate tax returns.
• Advising high-net-worth individuals and families.
• Managing trust and estate administration matters.
• Developing long-term client relationships.
• Supervising junior associates and paralegals where appropriate.

About You

The successful candidate will possess:

• 5–7 years of Trusts & Estates experience.
• Experience using sophisticated estate-planning techniques.
• Trust and estate administration experience.
• Experience preparing gift and estate tax returns.
• Excellent research and writing skills.
• Strong organisational ability.
• Ability to manage matters with minimal supervision.
• Strong client-facing and relationship-management skills.

What’s on Offer?

• $270,000+ base salary, dependent on experience.
• Sophisticated Private Wealth work.
• High-net-worth and multigenerational planning matters.
• Substantial matter ownership.
• Highly collaborative Trusts & Estates team.
• Opportunity to mentor junior attorneys.

This is an excellent opportunity for an experienced Trusts & Estates Associate seeking sophisticated planning work and meaningful client responsibility.