Estate Planning Attorney (Milwaukee or Madison)

Dcbar; Milwaukee (WI); On-site; USD 110,000 - 160,000; Full time

Job summary

Dcbar in Wisconsin seeks an Estate Planning Attorney to join our team in Milwaukee or Madison. You will draft wills, trusts and other instruments, advise on charitable and business succession planning, and assist with estate administration.

Candidates must have 3+ years of estate planning experience, excellent drafting and research skills, and be admitted or eligible to practice in Wisconsin. This full-time position offers collaborative, client-focused work.

Qualifications

• Minimum 3+ years of experience in estate planning law.
• Excellent research, writing and drafting skills.
• Superior organizational and time management skills.
• Detail-oriented with a high degree of accuracy.
• Strong verbal and written communication skills; comfortable with telephone and in-person communication.
• Commitment to client service, professional excellence, integrity and teamwork.
• Interest in a collaborative, intellectually stimulating environment and contributing to team and client success.
• Full-time availability, including variable hours to meet client needs.
• J.D. from ABA-accredited law school.
• Be admitted or eligible for admission to practice in Wisconsin.

Responsibilities

• Draft wills, trusts and other estate planning instruments.
• Prepare and/or review federal transfer tax returns and income tax returns for Trusts and Estates.
• Provide advice and implement estate plans including charitable planning and business succession planning.
• Assist with the administration of estates and trusts.
• Collaborate with other attorneys and support staff to provide high quality service to clients.
• Perform other related duties as assigned.

Skills

Estate planning

Research & writing

Time management

Communication

Teamwork

Education

J.D. ABA-accredited law school

Wisconsin bar admission eligible

Job description

Estate Planning Attorney (Milwaukee or Madison)

POSITION SUMMARY:

We have an excellent opportunity for an attorney to join a Firm that is continually recognized for a sophisticated and innovative estate planning practice for both individual and business clients. Each member of our team is able to provide our clients with a full range of planning services. Such services often extend beyond economic and tax considerations, and address the personal concerns and issues important to the clients and families who rely on us for sound advice because of relationships built on mutual trust and confidence.

KEY RESPONSIBILITIES:

• Draft wills, trusts and other estate planning instruments
• Prepare and/or review federal transfer tax returns, including for estate, gift and generation-skipping transfer taxes, and income tax returns for Trusts and Estates
• Provide advice and implement estate plans including charitable planning, business succession planning, and income tax planning
• Assist with the administration of estates and trusts
• Work collaboratively with other attorneys and support staff to provide high quality service to our clients
• Perform other related duties as assigned

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• Minimum 3+ years of experience in estate planning law
• Excellent research, writing and drafting skills
• Possesses superior organizational and time management skills
• Detail-oriented and capable of a high degree of accuracy
• Exhibits superior verbal and written communication skills and comfort with both telephonic and face-to-face communications
• Shares a commitment to client service, professional excellence, integrity and teamwork
• Interest in a collaborative, intellectually stimulating environment with a strong desire to contribute to team and client success
• Ability to work full-time, including variable hours that flex with client needs
• J.D. from ABA accredited law school
• Be admitted or eligible for admissions to practice in the State of Wisconsin.