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Trusts and Estates
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Unbundled Attorney is a legal lead generation company on a mission to transform the affordability and accessibility of legal services across North America.
We have a national network of over 400 Family Law, Estate/Probate, Immigration, Criminal and Bankruptcy attorneys across the United States that utilize our services to help them grow their law practices.
Every attorney we work with provides both "unbundled" or "limited scope" legal services, as ...
Saint Charles office of a BCG Attorney Search Top Ranked Law Firm seeks an associate attorney with 3-5 years of experience. The candidate will join a boutique law firm focusing on elder law, estate planning, guardianship, estate/trust administration, long-term care planning, and probate litigation. Experience in the practice area is desired.
Associate Counsel - Wealth Management
The candidate will provide support to the Wealth Management line of business for day-to-day legal matters and questions, including drafting, reviewing, finalizing, and interpreting agreements and other legal documents. Will provide support to the Senior Counsel as necessary. May also provide direct or indirect supervision for other legal staff, such as Associate Counsel I and paralegals. Research law-related questions and report findin...
The candidate will join Estate Planning Group. Must have 3-5 years of experience. Should preferably have experience working on sophisticated estate planning and estate administration matters, tax planning, as well as with providing general business advice. Must possess excellent drafting skills, have a strong financial or accounting background, have a deadline-oriented attitude, and a desire to have significant client and referral source interaction.
Wheaton office of a BCG Attorney Search Top Ranked Law Firm seeks senior trusts and estates associate attorney with 3-5 years of experience. The ideal candidate must have experience working on sophisticated estate planning and estate administration matters, tax planning, as well as with providing general business advice. Must possess excellent drafting skills, have a strong financial or accounting background.
Wheaton office of our client is seeking an Estate Planning attorney with 8+ years of experience working with high net worth clients. Candidate should have experience working on sophisticated estate planning and estate administration matters, tax planning, as well as with providing general business advice.
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...
Associate – Private Client
The candidate' must be a 2nd to 4th year Associate to join our growing Private Client Practice Group. Candidates must be submitted online through our web-apply portal for consideration. Duties: Drafting standard and sophisticated estate planning documents; Domestic and international estate, gift and income tax planning (including generation-skipping transfer tax planning, charitable planning and preparation of gift and estate tax returns); Exce...
Trusts and Estates – Associate
The ideal candidate will have experience drafting estate planning documents, working with complex estate planning techniques, preparing gift and estate tax returns, and working on trust and estate administration matters. Excellent writing and research skills are required. We are looking for someone who is bright, eager to learn, is a self-starter with a strong work ethic and an entrepreneurial approach to practicing law.
Manager/Director - Private Client Tax
The candidate will develop phenomenal client relationships by delivering a full range of gift, estate and trust tax planning and consulting services including planning strategies for minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with CLA’s wealth advisory practice and other client professionals. Bachelor’s degree i...