Trust and Estate Planning Associate

Job Overview

A law firm seeks a Trust and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Milwaukee, WI. The associate will engage in a variety of estate planning and administration tasks, supporting high-net-worth individuals and business owners.

Duties

• Draft estate planning and business succession documents.
• Support tax planning analyses for income, gift, estate, and generation-skipping transfers.
• Contribute to charitable planning and tax-exempt organization matters.
• Participate in estate and trust administration, including probate proceedings.
• Assist in preparing and reviewing federal estate and gift tax filings.

Requirements

• Strong drafting, analytical, and communication skills.
• Detail-oriented with the ability to manage multiple matters effectively.
• Foundational understanding of estate planning, trust and estate administration, and related tax concepts.
• Interest in developing a long-term practice in estate planning.

Education

• JD from an ABA-accredited law school.

Certifications

• Active member in good standing of the Bar where admitted to practice.
• Timely admission to the Wisconsin Bar required.

Skills

• Strong academic credentials.

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.