Senior Estate Planning Attorney - High-Net-Worth Focus (WI)

Amundsen Davis, LLC; Milwaukee (WI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A prominent law firm in Milwaukee is seeking an experienced trusts and estates attorney to customize sophisticated estate plans for high-net-worth clients. The ideal candidate will have at least seven years of relevant experience and strong writing abilities, with a focus on fiduciary income tax returns as a plus. This full-time position offers benefits including medical and vision insurance, a 401(k), and disability insurance.

Qualifications

• Seven or more years of experience in trusts and estates law.
• Experience planning for high-net-worth individuals.
• Grounding in tax law or interest in working on taxable estates.

Responsibilities

• Customize estate plans for clients.
• Collaborate with a legal team to address client needs.

Skills

Strong writing skills

Ability to work well on a team

Knowledge of fiduciary income tax returns

Experience customizing sophisticated estate plans

Education

Licensed attorney in Wisconsin

Job description

A prominent law firm in Milwaukee is seeking an experienced trusts and estates attorney to customize sophisticated estate plans for high-net-worth clients. The ideal candidate will have at least seven years of relevant experience and strong writing abilities, with a focus on fiduciary income tax returns as a plus. This full-time position offers benefits including medical and vision insurance, a 401(k), and disability insurance.