Mid-Level Personal And Succession Planning Associate Attorney Job in Chicago, IL Near Me - 336353 | BCGSearch.com

Mid-Level Personal And Succession Planning Associate Attorney

Type Full-Time

Location Illinois - Chicago

Job ID 882V336353

Experience Level Midlevel Associate

Job Experience Min. 3 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas ProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2024-10-15 06:53:30

Job Overview:

A law firm is seeking a highly motivated Mid-Level Personal and Succession Planning Associate Attorney to join its team in Chicago, IL. The ideal candidate will have a strong background in estate planning, business succession planning, and charitable giving strategies, with a focus on high- and ultra-high-net-worth families. This role requires exceptional academic credentials, a strong work ethic, and a commitment to growing as a leader in the field.

Duties:

  • Provide comprehensive estate planning services for high-net-worth and ultra-high-net-worth families.
  • Advise clients on forming and managing private trust companies and family offices.
  • Develop and implement business succession plans for family-owned businesses.
  • Create and manage charitable giving strategies, including establishing and administrating private foundations.
  • Draft and review legal documents related to estate planning, trusts, wills, and business succession.
  • Collaborate with clients' financial advisors, accountants, and other professionals to ensure cohesive planning.
  • Stay current with changes in tax laws and regulations affecting estate planning and succession.
  • Represent clients in negotiations and legal proceedings as necessary.
  • Mentor junior attorneys and support staff, fostering a collaborative and educational environment.

Requirements:

  • Minimum of 3 years of experience in estate planning, private trust companies, family offices, business succession planning, or charitable giving strategies.
  • Strong academic credentials and professional work experience.
  • Excellent drafting, analytical, and communication skills.
  • Highly organized with the ability to manage multiple priorities and deadlines.
  • Strong work ethic and attention to detail.
  • Commitment to client service and ability to develop lasting client relationships.
  • Desire to grow as a leader within the firm and the estate planning community.

Education:

  • Juris Doctor (JD) from an accredited law school.
  • An LL.M. in Taxation is a plus.

Certifications:

  • Licensed to practice law in Illinois or eligible for admission by reciprocity.

Skills:

  • Expertise in estate planning for high and ultra-high-net-worth families.
  • Proficiency in developing and managing private trust companies and family offices.
  • Strong knowledge of business succession planning strategies.
  • Experience with charitable giving strategies and private foundations.
  • Excellent legal drafting and document review skills.
  • Strong interpersonal and communication skills, both written and verbal.
  • Ability to work collaboratively and independently with a team.
  • Proficiency with legal research tools and estate planning software.

Job Location:

  • Chicago, IL

Being one of the largest corporate law firms in the U.S., this firm counsels clients across 33 practice and industry groups, covering 144 areas of law. Maintaining a successful team environment enabled the firm to achieve significant results for clients. Using best-in-class technology allows the firm to provide top-quality client service. The firm was formed in 1911.

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