Trusts & Estates Shareholder - Chicago - Robert Half

    Robert Half
    Robert Half Chicago

    14 hours ago

    Description

    We are partnering with a leading, nationally recognized law firm of 200+ attorneys seeking a highly experienced Trusts & Estates Shareholder to join—and potentially co‑lead—a team of 30+ Trusts & Estates attorneys and paralegals across multiple offices. Open to candidates in Milwaukee, Madison, or Chicago.

    The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.

    Summary

    This is a senior‑level opportunity to step into a leadership track and eventually take over a book of high‑net‑worth clients from a retiring practice group co‑chair. The ideal candidate brings deep trusts and estates expertise, strong client advisory experience, and the ability to help guide a sophisticated, growing estate planning practice.

    Key Responsibilities

    • Co‑lead a team of 30+ Trusts & Estates attorneys and paralegals across multiple offices
    • Manage and service an inherited book of high‑net‑worth clients, including families, closely held business owners, executives, professional athletes, and entertainers
    • Advise clients on advanced estate planning strategies, wealth transfer, tax planning, gift strategies, and asset protection
    • Prepare federal estate tax returns for taxable estates and gift tax returns
    • Represent estates, trusts, and individuals in IRS estate and gift tax audits
    • Oversee client files, workflow, and coordination with legal assistants and paralegal support
    • Collaborate with firm leadership, including HR and the President
    • Assist with group management activities, including recruiting, policies, forms, and administrative processes (a plus)
    • Participate in ongoing professional development and leadership programming

    Qualifications

    Required

    • 10+ years of Trusts & Estates experience
    • Extensive experience with complex estate planning, tax planning, gift strategies, and asset protection
    • Experience preparing federal estate and gift tax returns
    • Experience representing clients in IRS audits
    • Ability to manage sophisticated, xhmxlyz high‑net‑worth client relationships
    • Strong technical skills and substantive knowledge of estate, gift, and trust law
    • Strong communication, leadership, and client‑service skills
    • Candidates do not need to be licensed in Wisconsin

    Preferred

    • Prior leadership or co‑leadership experience within an estate planning practice group
    • Experience mentoring junior attorneys or managing support staff
    • Interest in long‑term leadership and succession within the practice group

    Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.


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