We have a current opportunity for a Private Client Attorney on a permanent basis. The position will be based in Chicago. For further information about this position please apply.
My client, a highly regarded professional services organization, is seeking an experienced estate planning attorney with at least 7 years of expertise in wealth transfer strategies, tax planning, and business succession planning. This role will involve advising high-net-worth individuals, closely held businesses, and multi-generational families on sophisticated estate and tax planning solutions.
Key Responsibilities:
- Develop and implement tax-efficient estate planning strategies tailored to client needs.
- Draft and review wills, trusts, operating agreements, and shareholder agreements.
- Provide guidance on insurance planning, trust funding, and corporate restructuring.
- Oversee estate administration, including probate proceedings, post-mortem tax planning, and estate tax return preparation.
- Collaborate with financial advisors and tax professionals to ensure comprehensive wealth preservation strategies.
Ideal Candidate Profile:
- Minimum 7 years of experience in estate planning, tax law, and wealth transfer strategies.
- Strong background in business succession planning and multi-generational wealth structuring.
- Proficiency in drafting estate planning documents and advising on tax implications.
- Experience working with closely held businesses and high-net-worth clients.
- Ability to provide strategic counsel on complex estate and tax matters.
This is a great opportunity to join a collaborative and client-focused team that values strategic thinking and long-term client relationships. If you are interested in learning more, please reach out to discuss further.
