Mid-level Private Clients, Trusts And Estates Associate Attorney Job in Chicago, IL Near Me - 329882 | BCGSearch.com

Mid-level Private Clients, Trusts And Estates Associate Attorney

Type Full-Time

Location Illinois - Chicago

Job ID RYK6329882

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 6 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Trusts and EstatesEstate & Tax PlanningTrusts and Estates - General

2024-04-09 08:39:44

Job Overview: A law firm in Chicago, IL, is seeking a Mid-level Private Clients, Trusts, And Estates Associate Attorney to join their team. The ideal candidate will have 3-6 years of estate planning experience, focusing on advising high-net-worth individuals, families, and family offices. They will be responsible for drafting wills, trusts, and ancillary documents, researching tax implications, and preparing client educational materials.

Responsibilities:

  • Advise high-net-worth individuals, families, and family offices on estate planning matters.
  • Draft wills, revocable and irrevocable trusts, and ancillary documents.
  • Research tax implications of planning techniques.
  • Prepare client educational materials and summaries.
  • Meet and communicate directly with clients to advance their estate planning goals.
  • Handle estate and trust administration tasks.

Requirements:

  • 3-6 years of experience in estate planning.
  • License in good standing in Illinois.
  • Experience with drafting and implementing sophisticated lifetime and testamentary planning strategies.
  • Ability to work in an organized, efficient manner under minimal supervision.
  • Effective communication skills and ability to deal directly with clients.
  • A proactive approach to teamwork and collaboration.

Education and Certifications:

  • Juris Doctor (J.D.) degree from an accredited law school.
  • License to practice law in Illinois.

Skills:

  • Proficiency in drafting wills, trusts, and ancillary documents.
  • Strong research skills, particularly in tax implications of estate planning.
  • Excellent communication skills, both written and verbal.
  • Organizational skills and ability to work efficiently under minimal supervision.
  • Ability to work effectively in a team-oriented environment.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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