Trust & Estates Associate

Messerli Kramer PA

$175K — $280K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-6 years of relevant experience in estate planning
  • Proficient in drafting complex estate planning instruments
  • Knowledge of GST-exempt trusts, GRATs, SLATs, and IDGTs
  • Experience with post-mortem administration and tax forms (706, 709, 1041)
  • Strong organizational, analytical, and drafting skills
  • Illinois bar admission required
  • Strong interpersonal and collaborative skills

Responsibilities

  • Plan and draft estate plans for clients with taxable estates
  • Utilize complex estate planning instruments for multi-generational wealth transfer
  • Administer post-mortem processes and evaluate related documentation
  • Prepare and review tax returns including Forms 706, 709, and 1041
  • Collaborate with legal and non-legal professionals internally and externally
  • Maintain high standards of organization and attention to detail
  • Conduct legal research as needed to support estate planning efforts

Benefits

  • Direct applications only – no third-party inquiries accepted
  • Opportunity to join a dynamic and engaged Trust & Estates Group
  • Involvement in high-stakes, complex estate planning matters
  • Potential for growth within a reputable firm located in Chicago
  • Hybrid work options available, promoting work-life balance
Full Job Description
Office Locations: Chicago

We are seeking a highly-qualified associate with 2-6 years of experience to join the dynamic Trust & Estates Group in the Chicago office. The ideal candidate should have considerable experience planning and drafting for clients with taxable estates, including the transfer of multi-generational wealth through the use of GST-exempt trusts, GRATs, SLATs and IDGTs and other complex estate planning instruments. The ideal candidate should also have experience with post-mortem administration, tax return preparation and/or review of Forms 706, 709 and 1041. Excellent academic credentials and strong organizational, drafting and analytical skills and experience are a must. Strong interpersonal skills and the ability to collaborate with both lawyers and non-lawyers inside and outside the firm are essential. Illinois bar required.

We are currently only accepting direct applications for this position. We kindly request that search firms and placement agencies refrain from submitting inquiries at this time.

#LI-JM1

#LI-Onsite

#LI-Hybrid

Office Locations: Chicago

We are seeking a highly-qualified associate with 2-6 years of experience to join the dynamic Trust & Estates Group in the Chicago office. The ideal candidate should have considerable experience planning and drafting for clients with taxable estates, including the transfer of multi-generational wealth through the use of GST-exempt trusts, GRATs, SLATs and IDGTs and other complex estate planning instruments. The ideal candidate should also have experience with post-mortem administration, tax return preparation and/or review of Forms 706, 709 and 1041. Excellent academic credentials and strong organizational, drafting and analytical skills and experience are a must. Strong interpersonal skills and the ability to collaborate with both lawyers and non-lawyers inside and outside the firm are essential. Illinois bar required.

We are currently only accepting direct applications for this position. We kindly request that search firms and placement agencies refrain from submitting inquiries at this time.

#LI-JM1

#LI-Onsite

#LI-Hybrid

Similar Jobs

More Jobs at Messerli Kramer PA

More Legal & Accounting Jobs

Find similar Trust & Estates Associate jobs: