- Strategic Advisory: Counsel clients on the full spectrum of financial affairs, including high-level estate and income tax optimization, corporate restructuring, and the governance of family offices and private trust companies.
- Advanced Wealth Transfer: Design and implement complex vehicles such as GRATs, SLATs, ILITs, and DIGTs to maximize tax efficiency and mitigate future disputes.
- Fiduciary Administration: Lead all aspects of estate and trust administration, including sophisticated modification strategies like trust decanting, mergers, and nonjudicial settlement agreements.
- Philanthropic Impact: Facilitate complex charitable goals through the establishment of private foundations, donor-advised funds (DAFs), and major grant arrangements.
- Tax Compliance: Oversee the preparation of intricate federal filings (e.g., Forms 706 and 709), navigating specialized tax code provisions such as GST allocations and payment extensions under Sections 6161 and 6166.
- Education: JD or LLM from an accredited institution.
- Experience: A minimum of 3+ years of dedicated experience in premium estate planning and GST tax strategy.
- Technical Proficiency: Proven track record drafting comprehensive testamentary and lifetime planning documents within an intricate legal framework.
- Analytical Rigor: Ability to conduct deep-dive legal research into multi-jurisdictional and cross-border tax issues.
- Licensure: Must be a member in good standing of a U.S. State Bar (with the ability to waive into the local jurisdiction if necessary).
- Model: Modern hybrid work structure (partial in-office presence required in a major metropolitan hub).
- Compensation: Competitive market-based salary ($235k–$325k range) with a comprehensive executive benefits package and performance-based bonus eligibility.
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Associate Attorney – Private Client - Chicago - The Merker Group
Description
The Merker Group (a well respected National legal recruiting firm), is working on a role for a one of our top Am Law 100 firms in search of a sophisticated practitioner to represent a diverse portfolio of elite clients, including founders of emerging tech companies, principals at leading investment funds (PE/Hedge), and multi-generational high-net-worth families.
You will serve as a primary legal counselor, managing the intersection of personal wealth, corporate structure, and long-term legacy planning.
Key Responsibilities
Candidate Qualifications
Work Environment & Compensation
Apply Now or email Kevin at to discuss confidentially.
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Private Client Underwriter
Only for registered members Chicago, IL
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Private Clients, Trusts
Only for registered members Chicago, IL
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Private Client Underwriter
Only for registered members Chicago
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Tax Manager – Private Client
Only for registered members Chicago, IL
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Private Client Partner Attorney
Only for registered members Chicago, IL
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Private Client Advisor II
Only for registered members Chicago
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Private Client Manager II
Only for registered members Chicago
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Private Client Account Manager
Only for registered members Chicago, IL, United States
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Private Client Account Manager
Only for registered members Chicago, IL
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Private Client Relationship Manager
Full time Only for registered members Chicago
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Private Client Relationship Manager
Only for registered members Chicago
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Private Client Advisor II
Only for registered members Chicago
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Private Client Partner Attorney
Only for registered members Chicago
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Paralegal - Private Client (Chicago)
Only for registered members Chicago
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Tax Manager – Private Client
Full time Only for registered members Chicago
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Associate Attorney – Private Client
Only for registered members Chicago
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Private Client Manager II
Full time Only for registered members Chicago
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Private Client Account Manager
Only for registered members Chicago
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Private Client Account Manager
Full time Only for registered members Chicago
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Senior Client Development, Private Wealth
Only for registered members Chicago, IL