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Wealth Transfer Jobs in Lisle

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United States
Posted On Jul 10, 26
Full-time Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Software trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Software trusts wealth transfer Wills

estate planning matters, including: - Drafting wills, revocable and irrevocable trusts, powers of attorney, and related legal documents. - Assisting with trust administration and estate settlement matters. - Advising high-net-worth individuals and business owners on wealth transfer strategies. - Coordinating with... the law firm's...

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Posted On Jul 21, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning Software trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning Software trusts wealth transfer Wills

planning tasks. Key responsibilities include: - Drafting legal documents such as wills, revocable and irrevocable trusts, and powers of attorney. - Assisting with the administration of trusts and the settlement of estates. - Advising high-net-worth individuals and business owners on strategies for wealth...

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Posted On Aug 05, 26
Full-time 92 views
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Profit Sharing Taxation wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Profit Sharing Taxation wealth transfer

Provide sophisticated estate planning, wealth transfer and tax advice... to high-net worth individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as a business advisor to clients, guiding them through...

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Posted On Jul 26, 26
Full-time 1 views Experience : 10-15 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax operating agreements Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax operating agreements Software Taxation trusts wealth transfer

Title: Managing Director of Wealth Transfer Strategy Job Responsibilities: Client Strategy... deliver customized estate and wealth transfer strategies. - Review, interpret,... and summarize complex estate planning documents, such as irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements, providing clear recommendation...

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Posted On Sep 03, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

firm's Private Client Group within the tax team. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. - Collaborating and assisting with all aspects of complex estate and trust admi...

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Posted On Aug 05, 26
Full-time 12 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust Estate Planning estates family fiduciary government affairs International Law lobbying Partnership private client private equity Taxation trusts Venture Capital wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust Estate Planning estates family fiduciary government affairs International Law lobbying Partnership private client private equity Taxation trusts Venture Capital wealth transfer Wills Women

provide leadership and expertise in advising high-net-worth individuals and families. The primary responsibilities include: - Advising clients on sophisticated estate planning, wealth transfer, and tax minimization... strategies. - Drafting, reviewing, and overseeing the preparation of wills, trusts, powers of attorney, and r...

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Posted On Aug 05, 26
Full-time 26 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate Planning estates family government affairs International Law lobbying Partnership private client private equity trusts Venture Capital wealth transfer Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate Planning estates family government affairs International Law lobbying Partnership private client private equity trusts Venture Capital wealth transfer Women

law firm, focusing on advising high-net-worth individuals and families. The primary responsibilities include: - Advising clients on estate planning, wealth transfer, and tax strategies.... - Collaborating closely with experienced partners to develop substantive skills in sophisticated planning techniques. - Partic...

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Posted On Jul 16, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates spectrum trusts wealth transfer
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates spectrum trusts wealth transfer

Wealth and Succession Planning Director Job... Succession Planning Director Job Responsibilities: The Wealth and Succession Planning Director... in the area of wealth and succession planning. The... net worth individuals and business owners, assisting them with: - Estate planning - Wealth transfer tax planning - Business... succ...

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Posted On Aug 27, 26
Full-time Experience : Min 9 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Insurance private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Insurance private client trusts wealth transfer

complex estate, gift, generation-skipping transfer, and fiduciary income tax... - Engage in sophisticated wealth transfer planning. - Manage... trust... and estate administration. - Conduct business succession planning. - Advise fiduciaries on complex tax issues. - Serve as a trusted advisor...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

estate planning, and trust administration. Key responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. - Collaborating and assisting with all aspects of complex estate and trust administration...

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Posted On Sep 03, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be part of a nationally recognized team that assists individuals and families with sophisticated estate and tax planning techniques. The responsibilities include: -...

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Posted On Jul 03, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements asset management contracts Corporate Law due diligence Estate Planning estates finance Financial Institutions Partnership partnerships Personal Property title trusts Wills
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements asset management contracts Corporate Law due diligence Estate Planning estates finance Financial Institutions Partnership partnerships Personal Property title trusts Wills

Title: Senior Corporate Counsel Job Responsibilities: Bequests & Estate Administration: - Collaborate closely with the Director of Gift Planning to manage the legal aspects of donor bequests and estate gifts, ensuring a smooth process from initial notification through final distribution. - Serve as the...

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Posted On Jul 03, 26
Full-time 6 views Experience : 2-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Insurance Litigation Software Wills
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Insurance Litigation Software Wills

of attorney, wills, and Transfer on Death Instruments (TODI). -... Support clients with issues related to housing stability and financial security. - Prepare various estate planning documents, ensuring all legal requirements and client needs are met. - Maintain accurate case documentation and client...

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Posted On Jul 13, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Planning Attorney in Lisle, IL. The ideal candidate will have 5-10 years of experience in estate planning and be adept at managing a high volume of sophisticated client work while maintaining quality. This role...

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