Senior Trusts & Estates Attorney — HNW Planning

Amundsen Davis, LLC; Milwaukee (WI); On-site; USD 150,000 - 210,000; Full time

Job summary

Amundsen Davis LLC seeks a trusts and estates attorney to work in the firm's Milwaukee or Brookfield, WI office. The candidate must be licensed in Wisconsin and have seven or more years of experience customizing sophisticated estate plans for clients, with emphasis on planning for high-net-worth individuals and experience with fiduciary income tax returns preferred.

A solid work ethic, ability to work well on a team, and strong writing skills are also required.

Qualifications

• Seven or more years of experience in customizing sophisticated estate plans for high-net-worth clients.
• Licensed in Wisconsin.
• Experience with fiduciary income tax returns preferred.
• Background in tax or interest in taxable estates is a plus.

Skills

Strong writing skills

Teamwork

Solid work ethic

Job description

Amundsen Davis LLC seeks a trusts and estates attorney to work in the firm's Milwaukee or Brookfield, WI office. The candidate must be licensed in Wisconsin and have seven or more years of experience customizing sophisticated estate plans for clients, with emphasis on planning for high-net-worth individuals and experience with fiduciary income tax returns preferred.

A solid work ethic, ability to work well on a team, and strong writing skills are also required.