Private Client Associate Attorney Job in Milwaukee, WI Near Me - 326387 | BCGSearch.com

Private Client Associate Attorney

Type Full-Time

Location Wisconsin - Milwaukee

Job ID 7DJR326387

Experience Level Councel/Income Partner

Job Experience Min. 13 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Trusts and Estates - General

2024-02-26 06:30:44

A law firm in Milwaukee, seeks a talented and motivated Private Client Associate Attorney to join their team. The ideal candidate will have 13 years of experience and a strong background in sophisticated estate planning matters, including gift, estate, and related income tax planning. The candidate should also have experience in estate and trust administration, charitable planning, and family business succession planning.

Duties:
• Handle complex estate planning matters, including gift, estate, and income tax planning.
• Manage estate and trust administration processes.
• Provide expertise in charitable planning and family business succession planning.
• Conduct legal research and analysis to support client cases.
• Draft and review legal documents related to private client matters.
• Develop and maintain strong client relationships.

Requirements:
• 13 years of experience in private client law.
• Strong academic achievement with a focus on estate planning.
• Demonstrated excellent analytical and writing skills.
• Strong interpersonal skills for client development and networking.
• Ability to work independently and collaboratively within a team.

Education:
Juris Doctor (JD) from an accredited law school.

Certifications:
Must be licensed to practice law.

Skills:
• Proficiency in estate planning, including gift, estate, and income tax planning.
• Excellent legal research and analytical skills.
• Strong written and verbal communication skills.
• Ability to work in a dynamic and fast-paced legal environment.
• Client-focused with strong interpersonal and networking abilities.

Founded more than 150 years ago, this premier Wisconsin-based firm has two offices in the state. It focuses its practice on 19 areas of law, including bankruptcy, employee benefits, intellectual property, litigation, and trusts-estates. The attorneys here support community service undertakings throughout the year and are active members in numerous non-profit organizations.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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