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Trusts and Estates
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Small firm in a north suburb of Chicago in Cook County seeks applicants for an associate attorney position. The position’s focus will be on estate planning and administration, taxation, business and general practice matters. Applicants should be licensed attorneys with 1-10 years of experience, a desire to work in a small firm environment and a willingness to engage with clients and handle legal and administrative tasks of any size or complexity. Sal...
Trust Services Consultant
The candidate will work directly with internal and external partners to identify, develop and close new trust businesses and uncover opportunities to assist clients with additional assets. Collaborate with internal partners (e.g. Wealth Strategists, Schwab Charitable) to deliver presentations to clients and partners explaining the benefits of using a corporate trustee and the trust services provided. Partner and collaborate with teammates, partner...
Private Wealth Associate
The candidate will work with attorneys across various offices in the firm's Financial Services & Capital Markets Strategic Industry Group. Must have up to 5 years of experience. Should preferably have experience in sophisticated estate planning for high net worth individuals, including designing and drafting estate planning documents, trust and estate administration, planning strategies to minimize gift and estate tax liability, and charitable plan...
Estate Planning/Probate/Trust Administration Attorney - Experienced
The candidate should have 5 years applicable legal experience to add to its team of experienced attorneys and paralegals. Should have excellent communication and organizational skills, exemplary client service, and 5 years of estate planning and/or probate and trust administration experience is mandatory. Accounting, income tax, and estate tax experience are strongly preferred.
Arlington Heights office of a BCG Attorney Search Top Ranked Law Firm seeks estate planning/probate/trust administration attorney with 5 years of applicable legal experience. The candidate must have 5 years of estate planning and/or probate and trust administration. Accounting, income tax, and estate tax experience are strongly preferred.
The candidate will meet with prospective clients for first consultations and gather all necessary information to make planning recommendations. Review the current plan with existing clients and review possible changes or upgrades to the current estate plan. Review and draft legal documents on behalf of clients: estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents. Keep detailed client no...
Mount Prospect office of a BCG Attorney Search Top Ranked Law Firm seeks associate attorney with 3-5 years of experience with all aspects of estate planning and trust administration. The candidate will provide a full range of estate planning and trust administration services to the clients. Will meet with prospective clients for first consultations and gather all necessary information to make planning recommendations. Review the current plan with existing clients and review...
Schaumburg office of a BCG Attorney Search Top Ranked Law Firm seeks attorney with 3-6 years of experience in estate planning. The candidate should preferably bring a book of business.
Duties: The candidate will serve as a wealth planning expert and a resource for high net worth clients and prospects, generating solutions that will include trusts, closely-held business entities and exit strategies, IRAs, executive compensation plans, and charitable entities. Review and summarize estate planning documents to help advisors and clients understand a client’s current plan, identify issues, and make recommendations to enhance planning and m...
The candidate must be Licensed in Illinois. Other state qualifications a plus. Should have at least 5 years of experience in previous private law firm employment. Should have practice-specific experience (Business and Estate Planning).
Hoffman Estates office of our client seeks business and estate planning associate attorney with 5+ years of experience. The candidate will serve in the business and corporate practice which includes: Entity formation, annual governance, shareholder/buy-sell agreements, contract drafting and review, employee policy and consultation, business sales and purchases, commercial real estate transactions, banking and other lending transactions, charitable entity creation and exempt...
Estate Planning Attorney
The candidates are expected to participate in marketing activities for themselves and the practice by attending professional conferences, chamber of commerce events, speeches, and being active on social media. Although desired, experience is not required; training can be provided to a just-passed-the-bar candidate; however, enthusiasm and a dedication to learning will be expected.
Elmhurst office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney with experience. The firm offers benefits like 401(k); 401(k) matching; Dental insurance; Health insurance; Paid time off; Professional development assistance.
Trusts and Estates Associate
The candidate should have 5+ years of estate planning and tax experience. Missouri or Illinois law license is required. Should preferably have significant experience and abilities in the following areas: Income, estate, gift, GST, and other tax laws attendant to this line of work; Estate/wealth planning techniques, including preparation of related documents (revocable/irrevocable trusts, wills, powers of attorneys, etc.); Preparing tax returns ...
Regional Fiduciary Advisor
The candidate will be responsible for reviewing/approving new trust business opportunities for Bank of America Private Bank, poviding advice, guidance and training on fiduciary issues in support of sales efforts, and participating and providing support in the form of technical expertise on fiduciary related projects. Responsible for assisting in setting, drafting and implementing fiduciary policies and for ensuring regulatory and legal compliance...