Associate - Private Wealth Services

Job Overview

A law firm seeks an Associate for Private Wealth Services in Chicago, IL. The role involves representing first-generation entrepreneurs, hedge funds, private equity fund principals, tech founders, and high-net-worth families. The Associate will counsel clients on financial affairs, including estate and income tax planning, corporate restructuring, and philanthropic objectives.

Duties

• Advise clients on estate and income tax planning, corporate restructuring, and governance.
• Manage estate and trust administration, including trust modification and migration strategies.
• Assist clients in achieving philanthropic goals through grants and private foundations.
• Design documents and structures to maximize tax efficiency and minimize disputes.

Requirements

• JD or LLM or foreign equivalent degree.
• 3 years of experience in estate planning, trust administration, and tax planning.
• Experience drafting comprehensive estate planning documents.
• Proficiency in developing estate tax planning strategies and trust modification.
• Admitted to the Illinois bar or eligible for admission within 2 years.

Education

• JD or LLM or foreign equivalent degree.

Certifications

• Admitted to the Illinois bar or another U.S. state bar.

Skills

• Strong legal research and analytical skills.
• Ability to manage complex legal issues and multi-jurisdictional tax law.

Benefits

• Health insurance with optional HSA.
• Short and long-term disability insurance.
• Dental and vision care.
• Life insurance and flexible spending accounts.
• 401K, vacation, and sick time.
• Employee assistance program.
• Voluntary accident, life, disability, critical illness, and pet insurance.
• Commuter and transit programs in certain markets.

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.