Estate Planning Attorney - Chicago

Partner-level estate planners: what if the clients came to you and your job was to advise and close, not hunt?

Job Title: Estate Planning Attorney - Chicago

Position Overview

Estate Planning Attorney - Chicago: A growing wealth management firm is adding a senior estate planning voice to work directly with ultra-high-net-worth families, many with $30MM to $1B+ in assets. Clients are provided. You advise, educate and help close, with a path to equity. In office four days a week in Chicago.

Your Day-to-Day

• Lead custom estate planning conversations and document reviews for UHNW and family office clients

• Work through complex issues involving IDGTs, BDITs, SLATs, grantor trusts and estate tax

• Coach internal advisors on estate concepts, law changes and best practices

• Present at firmwide trainings

• Partner with partners, senior tax advisors and family office strategists

• Help close new relationships

Why Join Us

Estate Planning Attorney - Chicago brings partner-level economics, an equity opportunity, excellent benefits and real room to grow.

Qualifications

Estate Planning Attorney - Chicago: JD required, LLM a plus; 10+ years of UHNW estate planning with hands-on drafting experience; partner level at a law firm or senior planning experience in wealth management; able to explain complex structures in plain English.

Compensation: $250,000 - $500,000 base plus a 20-35% bonus (total package in the $400Ks-$500Ks) and an equity opportunity, depending on experience. Relocation assistance available.

HP