Trust and Estate Planning Special Counsel

Job Overview

A law firm seeks a detail-oriented estate planning attorney with 1-3 years of relevant experience to join its Madison, WI office as a Special Counsel. This full-time position involves supporting the Estate Planning Practice Group in providing sophisticated estate planning, trust administration, and wealth management counsel to individuals, businesses, and charitable organizations.

Duties

• Draft complex estate plan and business succession planning documents for high-net-worth individuals.
• Prepare complex charitable giving documents.
• Counsel clients on income, gift, estate, and generation-skipping tax planning.
• Assist with probate proceedings for taxable and nontaxable estates.
• Process Federal gift and estate tax returns.
• Engage in tax-exempt organization planning.

Requirements

• 1-3 years of relevant estate planning experience.
• Excellent drafting, written, and verbal communication skills.
• Strong organizational skills and ability to manage multiple matters.
• Strong client service skills and ability to collaborate with professionals.

Education

• JD from an ABA accredited law school.

Certifications

• Active admission and good standing in at least one U.S. jurisdiction.
• Admission to the Wisconsin Bar required on a timely basis.

Skills

• Solid foundation in estate planning, including estate, trust, and tax law.
• Knowledge of fiduciary and gift tax concepts.

Benefits

• Medical, Dental, and Vision insurance.
• 401(k) Retirement plan.
• Disability and Life insurance.
• Adoption Assistance.
• Backup Care for Dependents.

A well-known, top-drawer firm with an especially strong health care practice, this firm offers offices across the U.S. in addition to European and Asian outposts. The firm is on an upward trajectory, with savvy acquisitions in hot markets marking the last decade. The accolades and honors keep rolling in for this firm, meaning that attorneys can be sure they will be among the best and the brightest. A full-service firm with excellence in business law, litigation, and intellectual property, this is an excellent place to start or accelerate one?s career.