Estate Planning Attorney: High-Net-Worth Client Advisor
6 days ago
Key Responsibilities: Meet with clients to assess their estate planning goals and concerns. Develop personalized estate plans to achieve asset protection, tax minimization, and legacy planning. Advise on trust administration, probate avoidance, and philanthropic endeavors. Draft, review, and finalize wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. Oversee complex documents such as GRATs, ILITs, SLATs, and family limited partnerships. Collaborate with accountants and financial advisors to optimize tax strategies. Supervise and mentor junior attorneys, paralegals, and support staff. Provide training and updates on changes in estate planning laws and regulations. Build and maintain long-term relationships with clients. Serve as a trusted advisor by offering ongoing legal guidance as family or financial situations evolve. Participate in networking events, speaking engagements, and seminars to grow the firm's client base. Develop marketing materials and contribute to articles or thought leadership in the field.
Requirements: Juris Doctor (JD) from an accredited law school. Active license to practice law in Illinois. Minimum of 5-10 years in estate planning or related legal practice. Proven experience working with high-net-worth clients and handling complex estate planning cases. Deep understanding of federal and state tax laws related to estates and gifts. Excellent drafting and communication skills. Strong interpersonal and client relationship management skills. Ability to manage multiple high-stakes cases efficiently. Preferred qualifications include LLM in Taxation or Estate Planning and Practice Concentration in Estate Planning, Trust, and Probate Law.
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