Estate Planning Wealth Transfer Partner

2 days ago


Chicago, Illinois, United States De Novo Review Inc Full time

A highly experienced Estate Planning & Wealth Transfer Partner is sought after by De Novo Review Inc, an esteemed Law Firm established in Chicago, IL. This attorney will advise closely held businesses and high-net worth individuals and families on complex estate planning, wealth transfer, business succession, philanthropy, and tax matters.

  • A significant portable book of business is required for this role, along with experience advising high net-worth individuals, families, and entrepreneurial businesses on tax-efficient ownership structures.
  • Experience in planning for the succession of management in family-owned businesses and familiarity with multi-generational wealth transfer techniques are also essential.
  • The ideal candidate should have expertise in forming family entities to manage and control family investments, as well as assisting executors through estate administration, including preparation of estate tax returns and post-mortem planning.
  • This attorney will serve as a business advisor, guiding clients through financial, business, and tax-related matters throughout their life cycle.
  • Exceptional leadership skills are necessary to step into a leadership role and develop into a key member of the Wealth Transfer Group and the Firm.
  • A degree or background in accounting, business, or finance is a plus, with a CPA, CFP, or LL.M. in taxation strongly preferred.
  • Candidates must be currently licensed in Illinois or hold a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam.


  • Chicago, Illinois, United States Denovo Review Full time

    Company OverviewDénovo Review, a prominent Law Firm established in Chicago, IL, seeks an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group.


  • Chicago, Illinois, United States Gould & Ratner LLP Full time

    Gould & Ratner LLP is seeking a seasoned Estate Planning Attorney to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising high-net-worth individuals, families, and businesses on complex estate planning, wealth transfer, business succession, philanthropy, and tax matters. The ideal candidate will have a...


  • Chicago, Illinois, United States Harrison CO LLC Full time

    Our FirmHarrison CO LLC is a firm founded on camaraderie and mutual support, where attorneys demonstrate not only extraordinary skill but also an unwavering commitment to collaboration and continuous improvement. This environment ensures that each member of our team is not just an expert in their field, but also dedicated to the collective success of the...


  • Chicago, Illinois, United States LHH Full time

    About LHHWe are a leading law firm that offers top-notch services to individuals, entrepreneurs, and family offices.Our clients rely on us for expert advice in estate planning, business planning, administration, and transfer taxation. Our goal is to provide comprehensive wealth management solutions that meet their unique needs.Job OverviewThis is an...


  • Chicago, Illinois, United States LHH Full time

    We are seeking a highly skilled Private Client lawyer to join our esteemed practice group in Chicago as a Partner. About the RoleThis is an exceptional opportunity for an experienced Private Client lawyer to work with our leading AM LAW 200 ranked firm and contribute to the development of our Chicago offering.You will be responsible for working closely with...


  • Chicago, Illinois, United States Wintrust Financial Full time

    About the RoleAs a Wealth and Insurance Product Specialist at Wintrust Financial, you will play a crucial role in providing high-quality insurance solutions to clients. Working closely with internal partners such as private bankers, financial advisors, and trust administrators, you will analyze client data to understand current and long-term financial...


  • Chicago, Illinois, United States McCormack Schreiber Legal Search Full time

    About the Position:McCormack Schreiber Legal Search is proud to partner with a highly respected law firm in the Midwest, seeking an experienced trusts and estates attorney to join their Chicago office as an Of Counsel or Partner. This esteemed practice serves high-net-worth clients, including senior executives and multi-generation family businesses, on a...


  • Chicago, Illinois, United States Jobot Full time

    Job Summary We are seeking an experienced Estate Planning Specialist to join our dynamic legal team at Jobot. As a key member of our team, you will play a vital role in helping clients navigate the complexities of estate planning and tax law. This is an excellent opportunity to take your career to the next level while working in a supportive and...


  • Chicago, Illinois, United States Ascendo Resources Full time

    Estate Planning Paralegal Opportunity at Ascendo ResourcesWe are looking for an experienced Estate Planning Coordinator to join our team. In this role, you will provide critical support to attorneys in managing, coordinating, and administering all aspects of trusts and estates in probate.Key Responsibilities:Trust Administration: Administer trusts and...


  • Chicago, Illinois, United States Gpac Full time

    A well-regarded mid-size law firm in Chicago is seeking an experienced Lateral Estate Planning Attorney to join their operation.The ideal candidate is a partner or sole practitioner/proprietor looking for a platform that offers a range of services for clients, high-powered associates, adequate support staff, autonomy to choose their bill rate, inclusivity,...


  • Chicago, Illinois, United States LHH Full time

    We are seeking an experienced Senior Trusts and Estates Attorney to join our team at LHH in Chicago, IL.Role OverviewThis is a senior-level role that requires a strong background in trusts and estates law, with a focus on high net worth clients. As a Senior Trusts and Estates Attorney, you will work closely with partners across the firm to develop business...


  • Chicago, Illinois, United States Jobot Full time

    We are seeking an experienced Trust & Estates Attorney to join our dynamic legal team at Jobot.Job OverviewThis is a fantastic opportunity to take your career to the next level and work with a supportive and collaborative team.Salary and BenefitsCompetitive salary: $200,000 - $250,000 per year, along with an excellent benefits package, flexible work...


  • Chicago, Illinois, United States McCormack Schreiber Legal Search Inc. Full time

    About the PositionWe are working with a premier mid-size law firm based in Chicago or its surrounding suburbs, seeking an experienced estate planning attorney to join its office as a senior associate or junior partner.This firm has a thriving Trusts & Estates practice and offers a supportive environment and excellent career opportunity.Key...


  • Chicago, Illinois, United States Huck Bouma, PC Full time

    About Huck Bouma, PC">We are a leading western suburban Chicago law firm seeking an Estate Planning Senior Associate with three to five years of experience to join our Estate Planning Group.">Salary Range: $120,000 - $180,000 per year based on qualifications and experience.">Job Description:">">Provide sophisticated estate planning and estate administration...


  • Chicago, Illinois, United States ZipRecruiter Full time

    Job OverviewWe are seeking an experienced Estate Planning Attorney to join our team as a Legacy Counselor. This role is crucial in helping clients secure their legacies and ensure their wishes are honored.About the RoleThis position requires a minimum of 5-10 years of experience in estate planning. You will work closely with our current attorneys and clients...


  • Chicago, Illinois, United States Northern Trust Full time

    Northern Trust, a Fortune 500 company, is a globally recognized financial institution with over 130 years of experience. Our commitment to service, expertise, and integrity has earned us numerous awards.We are seeking a skilled Wealth Management Solutions Expert to join our team in advancing strategic relationships with partners in Wealth. This role requires...


  • Chicago, Illinois, United States Jobot Full time

    Company OverviewWe are a leading legal services provider dedicated to delivering exceptional results for our clients. Our team of experienced professionals is passionate about helping individuals navigate the complexities of estate planning and tax law.


  • Chicago, Illinois, United States Jobot Full time

    About the RoleWe are seeking a dynamic and experienced Permanent Associate Attorney to join our esteemed legal team. The ideal candidate will have a strong background in Estate Planning. This role offers an exciting opportunity for a seasoned attorney to apply their skills and knowledge in a challenging and rewarding environment.As an experienced Estate...


  • Chicago, Illinois, United States We Are Legal Revolution Full time

    About the Role:We Are Legal Revolution seeks a highly experienced Estate Planning Attorney to lead our trust administration team.Overview:This esteemed position entails advising clients on a broad spectrum of estate planning issues, overseeing major tasks in estate and trust administration, and creating comprehensive documents aimed at optimizing tax...


  • Chicago, Illinois, United States Huck Bouma, PC Full time

    The western suburban Chicago region is home to a leading law firm seeking an experienced Estate Planning Senior Associate with 3-5 years of experience to join its esteemed Estate Planning Group. This role requires the ideal candidate to possess expertise in handling sophisticated estate planning and estate administration matters, as well as tax planning and...