Associate – Private Wealth Services
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Job Location:
Chicago, IL - USA
Monthly Salary:
USD 230000 - 310000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Represent first-generation entrepreneurs hedge funds and private equity fund principals tech founders and high-net-worth families. Counsel clients regarding various aspects of their overall financial affairs including sophisticated estate and income tax planning corporate restructuring establishing and running family offices and private trust companies sophisticated insurance planning and corporate governance and succession planning. Responsible for all aspects of estate and trust administration sophisticated trust modification and migration strategies and helping clients achieve their philanthropic objectives through major grant arrangements with public charities establishing and addressing complex issues related to private foundations and grants to donor advised funds. Counsel clients on virtually every aspect of estate planning and work with clients to evaluate their unique situations and help them achieve their wealth transfer goals including designing all necessary documents and structures to maximize tax efficiency and minimize the risk of disputes.
JD or LLM or foreign equivalent degree plus 3 years of experience as an attorney developing estate plans for individuals and families trust and estate administration and estate gift and generation-skipping transfer (GST) tax planning.
Must also have 3 years of experience as an attorney:
- drafting sophisticated and comprehensive estate planning documents including Wills DIGTs SLATs ILITs GRATs;
- developing complex proactive estate tax planning strategies that navigate intricate legal framework and multi-layered wealth transfer structure ensuring tax efficiency;
- developing and implementing complex trust modification and income tax planning strategies including trust decanting mergers and nonjudicial settlement agreements;
- managing trust and estate administration and drafting trust termination documents;
- preparing complex estate tax filings including Forms 706 and 709 which involve payment extensions under Sections 6161 and 6166 GST allocation strategies;
- conducting legal research and analysis on complex legal issues involving multi-jurisdictional and/or cross-border tax law.
Must be admitted to the Illinois bar or admitted to the bar of another U.S. state and eligible for admission to the Illinois bar within 2 years of hiring.
Hybrid work schedule permitted. Must work 3 times per week out of the office in Chicago IL.
Apply Online: Ref. Job #JR
#DNI
The expected pay range for this position is:
$310000 per year
Actual pay will be adjusted based on experience location and other job-related factors permitted by law. Full time employees may be eligible for a discretionary bonus health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare and Dependent Care Flexible Spending Accounts 401K vacation sick time and an employee assistance program. Additional voluntary programs include: voluntary accident insurance voluntary life voluntary disability voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individuals race sex or other protected characteristics and to the principles of non-discrimination on any protected basis.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Greenberg Traurig, LLP has more than 2750 attorneys in 48 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global ... View more
