Wealth Transfer Jobs in Olympia Fields

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United States
Posted On Aug 04, 26
Full-time Experience : 1-2 yrs required

us Law firm is a boutique firm practicing probate, elder law, and estate planning and administration in Indiana and Illinois. Job Title Probate Paralegal Job Responsibilities The Probate Paralegal is responsible for assisting attorneys with the administration of decedents' estates, guardianships, and related probate matters...

Full-time 93 views

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...

Posted On Jul 26, 26
Full-time 2 views Experience : 10-15 yrs required

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...

Full-time 11 views Experience : Min 5 yrs required

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...

Full-time 12 views Experience : Min 8 yrs required

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...

Full-time 2 views Experience : Min 10 yrs required

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...

Full-time Experience : Min 9 yrs required

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...

Full-time 2 views Experience : Min 5 yrs required

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...

Full-time Experience : Min 5 yrs required

Shareholder-Level Attorney in Private Wealth Practice Job Responsibilities: - Advise high-net-worth... strategies. - Draft and review sophisticated estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and related wealth transfer instruments. - Counsel clients... regarding estate, gift, and generation-skipping transfer t...

Full-time 7 views Experience : Min 5 yrs required

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...

Full-time 6 views Experience : 2-20 yrs required

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...

Full-time 2 views Experience : Min 8 yrs required

Title: Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner Job Responsibilities: The attorney in this role will primarily collaborate with two partners who have active and expanding practices, requiring experienced assistance. The responsibilities include: - Second chairing very...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Paralegal - Private Client Job Responsibilities: The Private Client Paralegal position involves supporting a respected Private Client practice under the supervision of the Senior Manager of Practice Support Operations. The role requires working directly with licensed attorneys and clients on matters...

Posted On Aug 09, 26
Full-time 22 views Experience : 4-20 yrs required

planning, asset protection, and wealth transfer for high-net-worth individuals... and families. This senior-level role requires a deep understanding of estate law, tax implications, and trust administration. The ideal candidate will possess a strong track record in managing complex estate matters...

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