What are the responsibilities and job description for the Estate Planning Partner position at BCG Attorney Search?
A law firm in Chicago, IL, is seeking an experienced Estate Planning Partner with a robust practice and a portable book of business valued at a minimum of $300,000. The ideal candidate will bring over 10 years of expertise in complex estate, tax, and wealth planning for high-net-worth individuals and families, demonstrating a profound understanding of legal intricacies and client needs.
Key Responsibilities
- Design and implement comprehensive estate plans, including the preparation of wills, revocable and irrevocable trusts, and powers of attorney.
- Advise and guide fiduciaries through the probate process and trust administration to ensure compliance and effective management.
- Prepare and review estate and gift tax returns, addressing complex reporting and valuation challenges.
- Assist clients in establishing private foundations and other charitable entities, facilitating their philanthropic goals.
- Provide strategic counsel on estate administration, income tax, transfer tax, and charitable planning, along with business succession planning and pass-through entity considerations.
- Maintain a deep understanding of federal and state tax laws to provide informed guidance and effective strategies for clients.
Requirements
Skills
This position provides a unique opportunity for a talented attorney to thrive in a distinguished practice, offering the potential for significant professional growth while making a meaningful impact in the realm of estate planning.
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Salary : $300,000
