Private Wealth Planning Associate

An established national Private Wealth Planning Group is seeking an associate with 3–6 years of experience in high-net-worth estate and wealth planning to join its Chicago practice. The group advises sophisticated individuals and families on complex wealth transfer matters and is professionally ranked for its high-net-worth work.

The role involves advising on advanced estate, gift, and generation-skipping transfer tax planning, including dynasty trusts, valuation discount planning, sales to intentionally defective grantor trusts, and charitable planning techniques. The associate will also handle trust administration and restructuring, fiduciary duty advice, trust modifications and decantings, post-death administration of multigenerational trusts, and preparation and review of federal and state estate tax returns.

Additional opportunities include multigenerational wealth planning, advising family offices, and planning for specialized assets such as fine art, intellectual property, closely held businesses, and private equity interests. The successful candidate will work directly with clients and coordinate with their outside advisors.

• 3–6 years of experience in high-net-worth estate and wealth planning at a law firm or accounting firm
• At least two years of independent drafting experience
• Strong understanding of advanced wealth transfer strategies, including dynasty trusts, valuation discount planning, sales to intentionally defective grantor trusts, and charitable planning
• Experience with trust administration and restructuring, fiduciary duties, trust modifications and decantings, and post-death administration of complex trusts
• Experience preparing and reviewing federal and state estate tax returns
• Excellent written and oral communication skills, strong academic credentials, and demonstrated project management skills
• Juris Doctor from an accredited law school and admission to the Illinois Bar in good standing
• Related LL.M. (completed or in progress) preferred; law school transcript required with application