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Insider Trading, Ponzi Schemes, and Making the Most of Your Assets
Trusts and Estates
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Wealth Planning Associate
The candidate will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. J.D. from an ABA accredited law school is required. Excellent academic credentials is required. Should have 5-8 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating m...
Schaumburg office of a BCG Attorney Search Top Ranked Law Firm seeks an attorney with 3 years of experience in estate planning. The candidate should preferably have a portable book of business.
The candidate must have 3+ years of experience in one or more of the following areas: Estate Planning; The successful candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is 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...
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...
Estate Planning Attorney
The candidate should have 5+ years of recent experience working with high-net-worth clients. A deadline-oriented attitude and a desire to have significant client and referral source interaction. Previous experience in tax compliance or a CPA license is a plus.
North Barrington office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney with 5 years of recent experience working with high net worth clients. The candidate will draft and implement sophisticated estate and trust planning strategies, including business interests; gift and estate tax planning, and other related tax planning tactics. Previous experience in tax compliance or CPA license a plus.
Wealth Management, Trust and Estates, Estate Administrator
The candidate will work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate), and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, tax, admin...
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...
Oakbrook Terrace office of our client seeks a transactional and/or litigation attorney with 2-10 years of experience in litigation, corporate, real estate transactions, and estate planning. The candidate should preferably have experience in tax and transportation law. Benefits offered include: 401(k), health insurance, health savings account, and paid time off.
Estate and Tax Planning Analyst
The candidate will be responsible for collecting, reviewing, and synthesizing personal and wealth profile data and modeling strategies and solutions. Collect, organize and maintain client personal and estate planning profile data. Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer, and tax efficiency goals. Prepare detailed balance sheets by re...
The candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is preferred. Should have 3+ years of experience in one or more of the following areas: Estate Planning.
Wealth and Succession Planning Attorney
The candidate must have J.D. degree from an ABA-approved law school, and must be admitted to, and in good standing with, the Illinois Bar. Strong academic credentials is preferred. Must have 7+ years of trusts and estates experience working with high net-worth individuals in the drafting of wills, revocable trusts, powers of attorney, irrevocable trusts and other estate planning documents. Should preferably have experience with deced...