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Gould & Ratner LLP · 1 day ago

Estate Planning & Wealth Transfer Partner

Chicago, IL

Full-time

Hybrid

Senior Level

Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. The role involves advising closely held businesses and high-net worth individuals on complex estate planning, wealth transfer, and related tax matters while also providing leadership within the firm.

Consulting

Comp. & Benefits

Responsibilities

Advise closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters

Develop and maintain a portable book of business

Advise on tax efficient ownership structures for high net-worth individuals, families, and entrepreneurial businesses

Plan for succession of management of family-owned businesses and utilize multi-generational wealth transfer techniques

Form family entities to assist with management and control of family investments

Assist executors through estate administration, including preparation of estate tax returns, post-mortem planning for surviving family members, and probate administration

Serve as a business advisor to clients on financial, business, and tax-related matters throughout their life cycle

Build relationships with current clients and develop additional client relationships and business

Step into a leadership role within the Wealth Transfer Group and the Firm

Qualification

Estate planningWealth transferTax efficient structuresBusiness succession planningFamily entity formationEstate administrationAccounting backgroundBusiness backgroundFinance backgroundCPA certificationCFP certificationLL.M. in taxationInterpersonal skillsLeadership skillsCommunication skills

Required

Portable book of business required

Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures

Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques

Experience forming family entities to help with the management and control of family investments

Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration

Strong interpersonal and communication skills

Exceptional leadership skills

Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam