Senior Wealth Planning Attorney

Michael Best; Milwaukee (WI); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) with Company Contribution

Flexible Remote Work Policy

Job summary

Michael Best is seeking a Senior Wealth Planning attorney with at least 10 years of experience for their Milwaukee office. This role will involve serving clients as a business advisor on various legal matters, including estate planning and trust administration. Ideal candidates will have a J.D. and strong problem-solving and interpersonal skills. The firm offers a collaborative culture and a comprehensive compensation package including flexible remote work options.

Qualifications

• 10 years of experience in estate planning, trust administration, and tax planning.
• Ability to work under pressure and meet tight deadlines.
• Excellent oral and written communication skills.

Responsibilities

• Serve as a business advisor to clients on legal matters.
• Build strong relationships through direct client interactions.
• Guide clients in adapting to family and business issues.

Skills

Creating and implementing estate plans

Administration of trusts and estates

Tax planning

Excellent interpersonal skills

Problem-solving skills

Education

J.D. from an ABA accredited law school

Wisconsin license preferred

Job description

Overview

Michael Best & Friedrich LLP’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at least 10 years of experience to our Milwaukee office. The attorney will serve as a business advisor to clients, guiding them in a full range of legal matters throughout their life cycle.

The ideal candidate will have experience creating and implementing estate plans, the administration of trusts and estates, including experience with preparation and/or review of gift tax returns and estate tax returns, creating marital property agreements, and transfer tax planning, including the use of lifetime irrevocable trusts.

The attorney will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws.

The Company

We are Michael Best & Friedrich, LLP. We are a full-service law firm with more than 350 lawyers and technical professionals who work in collaborative, interdisciplinary practices to serve clients around the world. We work with companies in all kinds of industries, as well as trade associations, nonprofits, educational institutions, governments, family trusts, and high-net-worth individuals. Since our firm’s founding in 1848, we’ve continuously evolved to meet our clients’ changing needs and expectations. One thing remains the same: For generations, clients have relied on Michael Best for exceptional legal service and business acumen.

The Location

We have offices in Wisconsin (Green Bay, Milwaukee, Madison, Waukesha); Illinois (Chicago); Utah (Salt Lake City); Colorado (Denver, Broomfield); Texas (Austin); North Carolina (Charlotte, Raleigh, Wilmington); California (Los Angeles); Nebraska (Lincoln) and Washington D.C. Our contemporary office spaces are ideal for concentration and collaboration supporting our culture of working together to make great things happen for our clients. This position can be in any of our Wisconsin offices.

Bring Your Best

Knowledge Base & Education:

• J.D. from an ABA accredited law school
• Excellent academic credentials
• 10 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning
• Wisconsin license preferred or willing to become licensed in Wisconsin.
• Ability to learn and embrace new skills and best practices as the position evolves and Firm needs change
• Ability to work well under pressure and meet tight deadlines
• Ability to work well independently as well as effectively within a team
• Ability to develop relationships and foster teamwork at all levels of the Firm

Communication:

• Excellent interpersonal skills and ability to work effectively with a diverse group of internal and external clients, attorneys, and staff
• Excellent oral and written communication skills
• Ability to manage confidential information and sensitive situations with tact and discretion

Problem Solving Skills:

• Ability and confidence to identify and analyze issues, make decisions, and initiate actions/solutions
• Agility to respond to unexpected challenges, including proactively developing innovative solutions to complex problems while maintaining a professional demeanor

Professionalism

• Ability to maintain composure and demonstrate good judgment

Other

• Valid authorization to work in the U.S.

Why You Should Apply

At Michael Best, we are proud to offer a comprehensive and competitive Total Rewards package that provides a variety of resources designed to enhance its employees’ overall well-being, both at work and at home. Competitive base pay, outstanding benefits, opportunities for learning and growth, programs designed to help you plan for the future, and perks that inspire your downtime are all part of our total compensation package.

Learning and Growth

• Challenging and Dynamic Role
• Professional Growth Opportunities
• Performance Management and Coaching
• Specialized Training Programs
• Bar Exam/Bar Review Course Reimbursement
• Medical
• Vision Care
• Health Savings Accounts
• Flexible Spending Accounts
• Wellness Program
• Employee and Family Assistance Program

Total Compensation

• Competitive Base Pay
• Performance Recognition
• ABA, State and Local Bar Membership Fee Reimbursement

Planning for the Future

• 401(k) with Company Contribution
• Short Term Disability Plan
• Long Term Disability Plan
• Life Insurance
• Critical Illness Insurance
• Parental/Family Leave

Culture and Workplace

• Respected Organization with Collaborative Culture
• Growing Firm with an Exciting Future
• Flexible Remote Work Policy (Ability to work remote up to 2.5 days per week)
• Contemporary Work Environment
• Positive and Respectful Work Climate

To be considered for this position, please submit an application via our online portal.

Recruitment agencies: Michael Best is not accepting unsolicited agency resumes for this position. Please do not forward resumes to our careers email address or any Firm employees. Michael Best is not responsible for any fees related to unsolicited resumes.

Michael Best & Friedrich LLP, Michael Best Strategies LLC, and Michael Best Consulting LLC (collectively known as "Michael Best") are steadfastly committed to providing equal employment opportunity and maintaining a workplace for employees and applicants for employment that is free from discrimination based upon age, race, religion, color, disability, marital status, sex (including pregnancy), national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, please contact our Recruiting team at 414.225.4999 or [e-mail] to let us know the nature of your request and your contact information.

This position is considered full-time and is therefore eligible to participate in employer-sponsored benefits, including: medical, dental, vision, as well as elective/voluntary life, disability, and accident coverage. All full-time employees are eligible to participate in the firm's 401k plan.