Private Wealth Trusts & Estates Associate

Illapa Search; Wisconsin; On-site; USD 120,000 - 180,000; Full time

Job summary

A leading national law firm in Wisconsin seeks an Associate in its Trusts & Estates practice to work with high-net-worth individuals and closely held businesses on sophisticated estate planning and wealth transfer matters.

The successful candidate will advise clients on a broad range of estate planning, wealth transfer, trust administration, and tax matters, with opportunities to take increasing responsibility as experience develops.

Qualifications

• 2–5 years of relevant legal experience in Trusts & Estates, estate planning, private wealth, tax, or a closely related practice.
• JD from an accredited law school with strong academic credentials.
• Active admission to the Wisconsin Bar or ability to obtain Wisconsin admission promptly.
• Experience drafting and reviewing estate planning documents and wealth transfer matters.

Responsibilities

• Advise clients on estate planning, wealth transfer, and related tax matters.
• Manage trust administration and estate administration matters.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, and health care directives.
• Collaborate with colleagues on complex matters and develop client relationships.

Skills

Experience in Trusts & Estates

Estate planning

Tax knowledge

Wills & trusts drafting

Education

Juris Doctor (JD)

Job description

A leading national law firm in Wisconsin seeks an Associate in its Trusts & Estates practice to work with high-net-worth individuals and closely held businesses on sophisticated estate planning and wealth transfer matters.

The successful candidate will advise clients on a broad range of estate planning, wealth transfer, trust administration, and tax matters, with opportunities to take increasing responsibility as experience develops.