Estate Planning Attorney

About the role

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.

Responsibilities

• 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

Partner-level economics, an equity opportunity, excellent benefits and real room to grow.

Qualifications

• 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.

Benefits

Excellent benefits.

Schedule

In office four days a week in Chicago.