Mid-Level Personal And Succession Planning Associate Attorney

Profile

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

Company info

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