Estate Planning And Wealth Transfer Partner

Job Overview: A law firm in Chicago, IL, is seeking an experienced Estate Planning and Wealth Transfer Partner to join its Wealth Transfer Group. The ideal candidate will have significant experience advising closely held businesses and high-net-worth individuals and families in complex estate planning, wealth transfer, business succession planning, and philanthropy. They should possess exceptional leadership skills and can step into a leadership role within the firm.

Job Details:

• Advise closely held businesses and high-net-worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, and philanthropy.
• Bring a significant portable book of business to the firm.
• Provide expertise in tax-efficient ownership structures for high-net-worth clients.
• Plan for the succession of management of family-owned businesses and employ multi-generational wealth transfer techniques.
• Form family entities to aid in managing and controlling family investments.
• Assist executors through estate administration, including preparation of estate tax returns, post-mortem planning, probate administration, and conducting family meetings regarding estate administration.
• Demonstrate strong interpersonal and communication skills.
• Exhibit exceptional leadership qualities and potential to develop into a vital member of the Wealth Transfer Group and the Firm.

Requirements:

• Significant experience advising high-net-worth individuals, families, and entrepreneurial businesses.
• A degree or background in accounting, business, or finance is a plus.
• CPA, CFP, and LL.M. in taxation strongly preferred.
• Currently licensed in Illinois or eligible for licensure through comity or willingness to sit for the IL Bar exam.

Benefits:

• Emphasis on professional and business development.
• Low turnover, collegial, and collaborative environment.
• Healthcare (medical, vision, dental), life and long-term disability insurance.
• Competitive compensation and benefits package, including 401k and profit sharing.
• Paid primary and secondary caregiver leave.
• Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages).
• Hybrid in-office/remote role.

This small, entrepreneurial firm has established itself in the Chicago market as a leader in providing a unique, wide-range of services to multi-million dollar corporations and wealthy individuals. And because of its international legal exchange network, it is now able to provide its clients with legal services throughout Europe. Prominent wealthy families in Chicago flock to this firm for its legal expertise in representing family businesses. Providing a full range of wealth management services, the firm focuses on tax, financial and estate planning. The firm also boasts a multi-talented real estate practice group which provides a broad range of legal advice to real estate development and management companies. Trial lawyers generally handle traditional corporate disputes, but also specialize in any of labor and employment, environmental, bankruptcy, insurance or product liability. Attorneys interested in family advisory law should look no further.