Estate Planning - Chicago - Gould & Ratner LLP

    Gould & Ratner LLP
    Gould & Ratner LLP Chicago

    1 week ago

    Description

    Gould & Ratner LLP is seeking an experienced Associate to join its Estate Planning and Wealth Transfer Group.

    The ideal candidate will have significant experience advising high-net-worth individuals and families on sophisticated estate planning, succession planning, and wealth transfer strategies, as well as advising closely held businesses on tax-efficient planning and transition strategies.

    This role offers the opportunity to work closely with partners and clients on complex, high-level matters and to play a meaningful role in business development.

    More information about the Estate Planning & Wealth Transfer Group can be found here -

    Key Responsibilities

    • Advise high-net-worth individuals and families on comprehensive estate planning and wealth transfer strategies, including lifetime and testamentary planning
    • Design and implement succession planning for family-owned and closely held businesses
    • Provide tax planning advice for closely held businesses and business owners, including entity structuring and transfer strategies
    • Draft and implement sophisticated estate planning documents, including:
      • Revocable and irrevocable trusts
      • Grantor trusts (e.g., IDGTs, SLATs)
      • Dynasty trusts
      • Charitable planning vehicles (e.g., CLTs, CRUTs)
      • Family limited partnerships and LLC structures
    • Advise clients on gifting strategies and lifetime wealth transfer, including use of exemptions, valuation discounts, and compliance with tax reporting requirements
    • Counsel executors, trustees, and beneficiaries in estate and trust administration matters, including:
      • Probate and trust settlement
      • Fiduciary duties and risk management
      • Estate and fiduciary income tax issues
    • Coordinate with accountants, financial advisors, and other professional advisors to deliver integrated planning solutions
    • Participate in client development, presentations, and thought leadership initiatives

    Requirements

    • J.D. from an accredited law school; active license and good standing in Illinois
    • Minimum of 4 years of experience in estate planning, wealth transfer, and trust and estate administration
    • Substantial experience advising high-net-worth individuals and families
    • Demonstrated experience with closely held business planning and related tax strategies
    • Strong drafting skills with sophisticated trust and business planning structures
    • Solid understanding of federal estate, gift, GST, and fiduciary income tax regimes
    • Experience independently managing complex matters with limited supervision
    • Excellent client service, communication, and project management skills
    • CPA or LLM in Taxation is preferred but not required

    Benefits

    • Comprehensive benefit package and competitive salary - more info can be found here
    • Emphasis on professional & business development
    • Low turnover, collegial and collaborative environment
    • Healthcare (medical, vision, dental), life and long-term disability insurance
    • Competitive compensation, benefits package including 401k and profit sharing
    • Paid primary and secondary caregiver leave
    • Generous vacation, personal, & sick time allowance
    • Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine)
    • Hybrid in-office/remote role. Gould & Ratner's current in-office policy requires attorneys to be in the office 10 days a month

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