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Job summary
A law firm in Chicago is seeking a Wealth Preservation Associate to handle sophisticated estate planning and tax matters. The ideal candidate is detail-oriented and proactive, with strong analytical skills and excellent drafting abilities. This entry-level role involves preparing estate planning documents and advising on wealth transfer and asset protection, providing significant responsibility and mentorship from senior attorneys.
Qualifications
2–4 years of estate planning, wealth preservation, or tax experience.
Strong understanding of estate and gift tax principles.
Comfortable interacting directly with high-net-worth clients.
Responsibilities
Prepare estate planning documents, including wills and trusts.
Conduct legal research on estate planning and tax issues.
Advise on wealth transfer and asset protection matters.
Prepare and review gift and estate tax returns.
Assist with post-death estate administration.
Skills
Analytical skills
Excellent drafting abilities
Client-focused mindset
Interpersonal and communication skills
Ability to manage multiple matters
Job description
A law firm in Chicago is seeking a Wealth Preservation Associate to handle sophisticated estate planning and tax matters. The ideal candidate is detail-oriented and proactive, with strong analytical skills and excellent drafting abilities. This entry-level role involves preparing estate planning documents and advising on wealth transfer and asset protection, providing significant responsibility and mentorship from senior attorneys.