Estate Planning Partner

Profile

A law firm in Chicago, IL, is seeking an experienced Estate Planning Partner with a robust practice and a portable book of business valued at a minimum of $300,000. The ideal candidate will bring over 10 years of expertise in complex estate, tax, and wealth planning for high-net-worth individuals and families, demonstrating a profound understanding of legal intricacies and client needs.

Key Responsibilities

• Design and implement comprehensive estate plans, including the preparation of wills, revocable and irrevocable trusts, and powers of attorney.
• Advise and guide fiduciaries through the probate process and trust administration to ensure compliance and effective management.
• Prepare and review estate and gift tax returns, addressing complex reporting and valuation challenges.
• Assist clients in establishing private foundations and other charitable entities, facilitating their philanthropic goals.
• Provide strategic counsel on estate administration, income tax, transfer tax, and charitable planning, along with business succession planning and pass-through entity considerations.
• Maintain a deep understanding of federal and state tax laws to provide informed guidance and effective strategies for clients.

Requirements

• Minimum of 10 years of experience in trusts and estates law, with a strong emphasis on tax and wealth planning.
• A portable book of business of at least $300,000 is required.
• Admission to the Illinois Bar is mandatory.

Skills

• Exceptional analytical and problem-solving skills, with a keen eye for detail.
• Strong written and verbal communication abilities, facilitating effective interactions with clients and colleagues.
• Proven capability to manage complex legal issues independently while demonstrating leadership in collaborative settings.
• Deep knowledge of federal and state tax regulations, with experience in navigating intricate legal frameworks.

Benefits

• A 401(k) retirement plan to support long-term financial security.
• Contributions to comprehensive health and dental insurance plans.
• Subsidized gym membership to promote a healthy lifestyle.
• Disability coverage for added peace of mind.

This position provides a unique opportunity for a talented attorney to thrive in a distinguished practice, offering the potential for significant professional growth while making a meaningful impact in the realm of estate planning.

Company info

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