Mid-level Private Clients Trusts And Estates Associate Attorney

Profile

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.

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306