Experience: 5-7 years
Location: Chicago North Suburbs
E-mail: zmerchant@matlinlawgroup.com
URL: www.matlinlawgroup.com/
Area of Practice: Estate Planning, Probate, Trust Administration
Senior Associate Attorney - Position Open at Matlin Law Group
Company: Matlin Law Group - https://www.matlinlawgroup.com
Status: Part-Time or Full-Time, Hybrid work schedule
Job Summary:
We are seeking a highly skilled Estate Planning Attorney with 5 to 7 years of experience in estate planning, probate, and trust administration. The ideal candidate will possess in-depth knowledge of estate law and taxation, along with proven experience drafting complex estate planning documents. This attorney will be responsible for managing a variety of estate planning matters, advising high-net-worth individuals, and overseeing estate and trust administration processes.
Responsibilities:
• Advise clients on estate planning strategies to preserve and transfer wealth, minimize taxes, and ensure compliance with applicable laws.
• Draft comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives.
• Develop and implement sophisticated estate and tax planning strategies for high-net-worth individuals and families.
• Handle estate and trust administration, including probate proceedings, preparation of estate tax returns, and trust funding.
• Review and analyze client assets and financial portfolios to tailor personalized estate plans.
• Coordinate with financial advisors, accountants, and other professionals to ensure seamless execution of estate plans.
Represent clients in probate court when necessary, handling contested and uncontested estate matters.
• Stay current on federal and state tax laws, regulations, and estate planning trends.
• Supervise and mentor junior attorneys, paralegals, and legal support staff.
• Foster and maintain client relationships, providing ongoing counsel and support throughout the estate planning process.
Qualifications:
• Juris Doctor (JD) from an accredited law school.
• Active bar membership in the state of practice.
• 5 to 7 years of experience in estate planning, probate, and trust administration.
• Expertise in estate planning, wealth transfer strategies, gift tax, estate tax, and generation-skipping tax planning.
• Experience handling complex and high-value estates, including knowledge of business succession planning.
• Strong drafting and analytical skills with the ability to produce high-quality legal documents.
• Excellent communication and client relationship management skills.
• Ability to manage a large caseload with minimal supervision and meet deadlines.
• Knowledge of tax law as it relates to estate planning (CPA or LLM in Taxation is a plus).
• Strong organizational skills and attention to detail.
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Work Environment:
• Hybrid working model - Primarily office-based environment with opportunity to work remote 1-2 days a week. Occasional travel for client meetings or court appearances.
• Interaction with clients, financial planners, accountants, and other legal professionals.
• Opportunities for career growth, partnership, client development, and leadership roles within the firm.
Work Location: Northbrook, IL - Hybrid work mode
Full-Time Pay: $140,000.00 - $150,000.00 per year
Benefits for full time employees:
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
When applying via email, please send all applications and resumes to Zehra Merchant at zmerchant@matlinlawgroup.com and follow this format for the subject: First initial, Last Name - MLG Attorney Application.
Ex: John Smith
J. Smith - MLG Attorney Application
