Estate Planning Director jobs in Illinois

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Attorney (Estate Planning and Admin)
  • Jobot
  • Chicago, IL FULL_TIME
  • AV rated law firm servicing business clients for over 3 decades!

    This Jobot Job is hosted by: Mallory Calloway
    Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
    Salary: $100,000 - $200,000 per year

    A bit about us:

    AV rated law firm servicing business clients for over 3 decades!

    Why join us?

    Medical Benefits
    401k
    PTO
    Competitive pay

    Job Details

    Responsibilities:

    • Provide comprehensive legal advice and support to clients on all aspects of estate planning, estate administration, and related tax matters.
    • Draft, review, and revise various legal documents including wills, trusts, powers of attorney, and other estate planning documents.
    • Portable book, preferred
    • Manage all aspects of the estate administration process, including probate proceedings, asset distribution, and tax filings.
    • Provide legal counsel on complex tax planning issues, including estate, gift, and income tax planning.
    • Represent clients in mergers and acquisitions transactions, including due diligence, negotiation, and drafting of purchase and sale agreements.
    • Act as legal counsel for both buyers and sellers in commercial transactions, including drafting and reviewing contracts and other legal documents.
    • Provide legal advice and support to non-public entities on a variety of legal matters.
    • Maintain up-to-date knowledge of laws and regulations related to estate planning, estate administration, tax planning, mergers and acquisitions, and commercial contracting.
    • Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring client satisfaction.

    Qualifications:

    • Juris Doctor (JD) degree from an accredited law school.
    • Must be licensed to practice law in the state.
    • A minimum of 2 years of experience as an attorney, with a focus on estate planning, estate administration, tax planning, mergers and acquisitions, buyer and seller representation, commercial contracting, and working with non-public entities.
    • Strong knowledge of federal and state laws and regulations related to estate planning, estate administration, tax planning, and commercial transactions.


    Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

    Benefits:
    401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home


    About the Company:
    Jobot


     



    Company Size:
    500 to 999 employees


    Industry:
    Legal Services


    Founded:
    2018


    Website:
    https://jobot.com/


  • 19 Days Ago

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Estate Planning Tax Attorney
  • Jobot
  • Manhattan, IL FULL_TIME
  • We are a nation wide LLP that is looking for an Estate Planning Tax Attorney to join our growing team!This Jobot Job is hosted by: Ryan RubinoAre you a fit? Easy Apply now by clicking the "Quick Apply...
  • Just Posted

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Sr. Charitable Estate Planning Advisor
  • American Heart Association
  • Chicago, IL OTHER
  • Overview Now is the time to join us and make a difference. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career. We ...
  • 20 Days Ago

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Estate Planning/Business Law Attorney
  • Jobot
  • Chicago, IL FULL_TIME
  • Portable Book of Business NeededThis Jobot Job is hosted by: Jeff DiepenbrockAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $120,000 - $200,000 p...
  • 21 Days Ago

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ePMO Program Director
  • Link Logistics Real Estate
  • Chicago, IL FULL_TIME
  • Link Logistics Real Estate ("Link") is the largest U.S.-only owner and operator of last-mile industrial real estate. Established by Blackstone in 2019, Link Logistics leases warehouse space to thousan...
  • 7 Days Ago

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Director, Leadership Development
  • Link Logistics Real Estate
  • Rosemont, IL FULL_TIME
  • Link Logistics Real Estate ("Link") is the largest U.S.-only owner and operator of last-mile industrial real estate. Established by Blackstone in 2019, Link Logistics leases warehouse space to thousan...
  • 1 Month Ago

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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director Demand Planning
  • Anastasia Beverly Hills
  • Los Angeles, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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VP Director - Strategic Planning (Communications)
  • Meet
  • Meet is partnered with a Healthcare Advertising Services company in need of a Vice President to lead strategy. The Strat...
  • 3/29/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/27/2024 12:00:00 AM

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 3/25/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$132,970 to $197,761

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020