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Estate Planning & Wealth Transfer Partner
Gould & Ratner Llp
Experienced estate planning & wealth transfer partner with significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures, business succession planning, multi-generational wealth transfer techniques, and philanthropy.
20d ago
Expert & Leadership (13+ years)
Full Time
Denver, CO
Hybrid
Company Size
159 Employees
Service Specialisms
Corporate
Real Estate
Construction
Litigation
Employment
Technology
Alternative Energy
Hospitality
Sector Specialisms
Corporate
Business Reorganization and Creditors’ Rights
Cannabis and Regulated Industries
Clean Tech and Alternative Energy
Construction
Cryptocurrency and Blockchain
Environmental
Estate Planning and Wealth Transfer
Role
What you would be doing
What you bring
tax advice
cpa/cfs
taxation
licensed
leadership
client base
- Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures
- A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred
- 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
- 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)
- 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
- 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
- Portable book of business required
- 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 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
- 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
- Healthcare (medical, vision, dental), life and long-term disability insurance
- Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan
- Paid primary and secondary caregiver leave
- 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
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- criminal background check
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Company
Overview
Founded in the 1930s
Year Established
The firm was established in the 1930s and has since grown into a multidimensional legal advisor.
Opened in 2024
Denver Expansion
The firm expanded its presence by opening its first office outside Chicago in Denver in 2024.
1961 Landmark Deal
Notable Transaction
The firm's founding partner advised on the 1961 sale of the Empire State Building to the Crown Family.
- 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.
- We take pride in being an agile, client-focused firm that provides practical, results-oriented advice.
- Our people are our most valuable asset, and we invest in their growth and development.
- We foster a collaborative environment where teamwork, integrity, and respect are core to everything we do.
- We are committed to delivering exceptional service to our clients while maintaining a healthy work-life balance.
2050
Net Zero Goal
The firm aims to eliminate its carbon emissions entirely by 2050.
- Gould & Ratner LLP has committed to reducing its carbon footprint through energy-efficient office practices and sustainable sourcing.
- The firm has implemented waste reduction initiatives and participates in local environmental programs to minimize its impact.
35% workforce
Women representation
Women make up 35% of the total workforce, reflecting significant gender diversity within the organization.
25% leadership roles
Women in leadership
25% of leadership positions are held by women, indicating progress toward gender parity in top roles.
- The firm has set specific targets for increasing diversity at all levels, including leadership positions.
- The firm conducts regular training and professional development programs aimed at fostering an inclusive workplace.
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