Estate Planning Associate Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Associate Attorney in Northbrook, IL. The ideal candidate will have 3 to 5 years of experience in estate planning, probate, and trust administration, with a strong understanding of estate law and taxation. This role involves managing estate planning matters, advising high-net-worth individuals, and overseeing estate and trust administration processes.

Duties

• Advise clients on estate planning strategies to preserve wealth and minimize taxes.
• Draft comprehensive estate planning documents, including wills and trusts.
• Develop sophisticated estate and tax planning strategies for high-net-worth clients.
• Handle estate and trust administration, including probate proceedings.
• Review client assets to tailor personalized estate plans.
• Coordinate with financial advisors and accountants for seamless estate plan execution.
• Represent clients in probate court for contested and uncontested matters.
• Stay current on tax laws and estate planning trends.
• Supervise and mentor junior attorneys and support staff.
• Maintain client relationships and provide ongoing counsel.

Requirements

• Juris Doctor (JD) from an accredited law school.
• Active bar membership in the state of practice.
• 3 to 5 years of experience in estate planning, probate, and trust administration.
• Expertise in estate planning and wealth transfer strategies.
• Experience with complex and high-value estates.
• Strong drafting and analytical skills.
• Excellent communication and client relationship management skills.
• Ability to manage a large caseload independently.
• Knowledge of tax law related to estate planning (CPA or LLM in Taxation is a plus).
• Strong organizational skills and attention to detail.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Active bar membership in the state of practice.

Skills

• Strong drafting and analytical skills.
• Excellent communication and client relationship management skills.
• Ability to manage a large caseload independently.
• Strong organizational skills and attention to detail.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Summer office hours

Company info

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