Estate Planning & Wealth Transfer Partner

Overview

Senior attorney advising high-net-worth clients on estate, tax, and wealth transfer.

Requirements

• book business
• high networth
• leadership
• cpa
• cfp
• llm tax

What You Bring

-Portable book of business required -Experience forming family entities to help with the management and control of family investments -Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures -This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group -Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques -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. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm's current clients, as well as the drive and ability to develop additional client relationships and business -A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred -Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm -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 (open to relocation candidates that meet these requirements)

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Benefits

-Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine) -Hybrid in-office/remote role -Low turnover, collegial and collaborative environment -Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan -Healthcare (medical, vision, dental), life and long-term disability insurance -Paid primary and secondary caregiver leave -Comprehensive benefit package and competitive salary - more info can be found here https://www.gouldratner.com/uploaded_images/GR-salary%20scale-benefits-page-2-01-21-25.pdf

About Gould & Ratner Llp

-The firm evolved from a small corporate practice into a multidimensional legal advisor. -Over decades, it grew from three attorneys handling general corporate work into a midsize firm with broad capabilities in corporate, real estate, tax, estate planning, construction, litigation, and environmental law. -Typical engagements include venture-backed startup financings, mergers, major real estate development deals, and complex construction disputes. -Notable projects include Chicago's LaSalle Street corridor revitalization initiative and transactional, litigation, and regulatory matters across industrial, hospitality, and technology sectors. -Lawyers often serve as practical, business-savvy counsel, acting as outsourced general counsel for startups, family offices, and private investment funds. -Despite its scale, the firm maintains a tightly knit structure, enabling attorneys to handle multiple legal disciplines for a single client in a seamless manner.

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