Jobs
>
Chicago

    Estate Planning - Chicago, United States - Gould & Ratner LLP

    Gould & Ratner LLP
    Gould & Ratner LLP Chicago, United States

    4 days ago

    Default job background
    Legal
    Description

    Job Description

    Gould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.

    Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence.

    Job Requirements

    • Significant portable book of business required.
    • Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures.
    • Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques.
    • Experience forming family entities to help with the management and control of family investments.
    • Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, probate administration, and conducting family meetings regarding the estate administration process.
    • Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm's current clients, as well as the drive and ability to develop additional client relationships and business.
    • Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm.
    • A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred.
    • Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam (open to relocation candidates that meet these requirements).

    Additional Highlights

    • Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan.
    • This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group.
    • Emphasis on professional and business development.
    • Low turnover, collegial and collaborative environment.
    • Healthcare, life and disability insurance.
    • Competitive compensation, benefits package and a generous 401k plan.
    • Employee discounts and wellness programs.
    • Hybrid in-office/remote role.

    About Gould & Ratner

    Gould & Ratner is an 80-year old Chicago law firm with a team of over 50 attorneys, representing Fortune 500 corporations, closely held businesses, financial institutions, entrepreneurs and family businesses in diverse and complex matters throughout the world. Our team consists of a deep bench of sophisticated and experienced attorneys that provide exceptional legal services while affording our clients the benefits of working with an agile and entrepreneurial-minded team of result-oriented, well-rounded professionals.

    In this ever-changing and complex world, Gould & Ratner remains one of the few truly mid-size law firms in Chicago. Thus, while our work is as sophisticated and complex as the mega firms, our focus on tailored service is something only a smaller firm like ours can deliver. This allows us the unique ability to employ our multi-faceted approach to legal service for clients of every size and in every industry. For example, our attorneys handled the $800 million redevelopment of Chicago's Old Post Office and the $840 million purchase of the Sears (now Willis) Tower. We have handled more than $10 billion in corporate transactions in the past decade and argued cases before a number of appellate forums, including the Seventh Circuit Court of Appeals and the Illinois Appellate and Supreme Courts.

    About Our Estate Planning & Wealth Transfer Practice

    Gould & Ratner provides sophisticated estate planning and wealth transfer services for wealthy individuals and their families. Using a multifaceted approach to tax planning, family business succession and intergenerational wealth, we provide counsel on:

    • Family and Generation-skipping trusts
    • Gifts of business interests
    • Family and closely-held co-ownership agreements
    • Buy/Sell and Shareholder Agreements
    • Family business succession planning
    • Philanthropic planning
    • Tax review, compliance and controversy
    • Client information management

    We have represented Chicago's Crown family and other preeminent families and multigenerational businesses for more than 80 years. Today, we guide nearly 1,000 families, many with estates comprised largely of privately held businesses and illiquid assets. We help clients address their tax, wealth and succession planning wishes to sustain their current lifestyles and to efficiently provide for future generations.

    A strong understanding of complex tax structures is critical to preserving a legacy for future generations. Gould & Ratner's wealth transfer attorneys leverage the resources of colleagues in our tax, corporate, real estate and related services to craft estate plans and business arrangements. The resulting trust and estate plans meet our clients' present and ongoing personal and business needs, while minimizing the tax liabilities and risks inherent in the transfer of wealth.

    Gould & Ratner is an equal opportunity employer committed to a diverse workforce. All qualified applicants will receive consideration for employment without regard to age, race, color, ethnicity, national origin, religion, creed, medical condition including pregnancy, disability, genetic information, gender identity and expression, marriage or parental status, sexual orientation, or Veteran's status.

  • Gould & Ratner LLP

    Estate Planning

    2 weeks ago

    Gould & Ratner LLP Chicago, IL, United States

    Job Description · Job Description · Gould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net wort ...

  • Denovo Review

    Estate Planning

    2 weeks ago

    Denovo Review Chicago, IL, United States

    A Law Firm with an extensive experience stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high ...

  • Denovo Review

    Estate Planning

    3 days ago

    Denovo Review Chicago, United States

    Job Description · Job DescriptionA Law Firm with an extensive experience stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising ...

  • Gould & Ratner LLP

    Estate Planning

    5 days ago

    Gould & Ratner LLP Chicago, United States

    Job Description · Job DescriptionGould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth ind ...

  • Latimer LeVay Fyock LLC

    Estate Planning Paralegal

    1 week ago

    Latimer LeVay Fyock LLC Chicago, United States

    Latimer LeVay Fyock LLC is currently seeking a dynamic and initiative-taking Estate Planning Paralegal to join our team. In this crucial role, you will work closely with attorneys and clients in the preparation of estate planning documents and management of estate and trust admin ...

  • Huck Bouma, PC

    Estate Planning Attorney

    2 weeks ago

    Huck Bouma, PC Chicago, United States

    The leading western suburban Chicago law firm has an immediate need for an Estate Planning Senior Associate with three to five years of experience to join its Estate Planning Group. · The ideal candidate must have experience working on sophisticated estate planning and estate adm ...

  • Financial Recruiters International

    Estate Planning Attorney

    4 days ago

    Financial Recruiters International Chicago, United States

    Our client is an award-winning estate planning law firm in Chicago that is looking for 2 people; An Associate Estate Planning Attorney and an Estate Planning Attorney. · We're in search of a highly skilled and detail-oriented individual with deep knowledge in handling sophisticat ...

  • McCormack Schreiber Legal Search

    Estate Planning Attorney

    4 hours ago

    McCormack Schreiber Legal Search Chicago, United States

    About the Position: · We are working with a premier mid-size law firm with an immediate need for an experienced estate planning attorney to join its Chicago office as a senior associate or junior partner. This firm has a thriving Trusts & Estates practice and offers a supportive ...

  • We Are Legal Revolution

    Estate Planning Partner

    2 weeks ago

    We Are Legal Revolution Chicago, IL, United States

    Tax Planning Partner| Hybrid??Chicago - Hybrid - Flexible - Well established mid sized Law Firm Sophisticated tax, estate and succession planning services ?? Billable hour requirement that provide work/life balance · ??Highlights: · Well established mid-sized Law firm · Provid ...

  • ECG Resources

    Estate Planning, JD

    6 days ago

    ECG Resources Chicago, United States

    Job Description · Job DescriptionEstablished Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients and manage the client relationships · Serve as the Lead Advisor for select family members while mentoring and developing junior ...

  • Latimer LeVay Fyock LLC

    Estate Planning Paralegal

    2 weeks ago

    Latimer LeVay Fyock LLC Chicago, United States Full time

    Latimer LeVay Fyock LLC is currently seeking a dynamic and initiative-taking Estate Planning Paralegal to join our team. In this crucial role, you will work closely with attorneys and clients in the preparation of estate planning documents and management of estate and trust admin ...

  • Williams & Baerson, LLC

    Estate Planning Associate Attorney

    1 day ago

    Williams & Baerson, LLC Chicago, United States

    Responsibilities · We are seeking a Trusts and Estates Associate Attorney with at least 3 years of direct experience in high-net-worth estate, tax and business planning. The practice will be focused on trust and estate planning and administration. In addition, you will also be re ...

  • GE HealthCare Technologies, Inc.

    Real Estate Strategic Planning Intern

    1 week ago

    GE HealthCare Technologies, Inc. Chicago, United States

    Report directly into Global Real Estate Strategic Planning Manager. Get exposure to multiple facets of Corporate Real Estate Portfolio Management decision making related to manufacturing, distribution, and office properties. Develop fluency in and su Real Estate, Estate, Strategi ...

  • Gpac

    Estate Planning

    1 week ago

    Gpac Naperville, United States Full time

    Job Posting: Trust and Estate Attorney (5+ years experience) · Location: Downtown Chicago · Firm: Boutique firm specializing in estate planning and business matters · Experience: At least five years of experience as an Illinois estate planning attorney · Qualifications: · Strong ...

  • Ascendion Inc.

    Estate Planning Attorney

    2 weeks ago

    Ascendion Inc. Wheaton, IL, United States

    Looking for an Estate Planning Attorney in Chicago, IL · Are you an experienced Estate Planning Attorney looking to thrive in a dynamic legal environment? An established law firm is seeking a talented individual to join their team. · They are a reputable law firm dedicated to p ...

  • QuikTrip

    Real Estate Manager

    5 days ago

    QuikTrip Chicago, United States

    Houston, TX · - Austin, TX · - San Antonio, TX · - Dallas/Ft. Worth, TX · - Chicago, IL · - Atlanta, GA · The primary purpose of this position is to assist in identification of potential new store locations. This includes managing the acquisition of approved locations and assisti ...

  • Perkins Coie

    Director of Real Estate

    1 week ago

    Perkins Coie Chicago, United States

    Job Description: · The Director of Real Estate will be responsible for ensuring adequate processes, documentation, facilities, and systems are in place to manage a 20-plus property portfolio totaling over one million square feet. This is an enterprise-level position, serving as t ...

  • Metra

    Real Estate Administrator 1

    1 day ago

    Metra Chicago, United States

    Metra is one of the largest and most complex commuter rail systems in North America, serving Cook, DuPage, Will, Lake, Kane, and McHenry Counties. The agency is linking communities in Northeastern Illinois by providing safe, reliable, and efficient commuter service. · The Contrac ...

  • RUSH University Medical Center

    Director Corporate Real Estate

    1 week ago

    RUSH University Medical Center Chicago, United States

    **Location**:Chicago, IL · **Hospital**:RUSH University Medical Center · **Department**:Corp Real Estate Services · **Work Type**:Full Time (Total FTE between 0. 9 and 1. 0) · **Shift: Shift 1** · **Work Schedule**:8 Hr (9:00:00 AM - 5:00:00 PM) · Summary: · The Director of Corpo ...

  • Thompson Coburn LLP

    Paralegal - Private Client

    2 days ago

    Thompson Coburn LLP Chicago, United States

    Thompson Coburn, a large full-service law firm with offices in eight (8) cities across the U.S., is in search of a full-time non-exempt Paralegal (Private Client) to join its Chicago office. With over 400 attorneys and experience in 50 areas of law, Thompson Coburn is regularly r ...