Senior Wealth Planning Attorney Estate & Tax

Michael Best & Friedrich LLP; Milwaukee (WI); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Total Rewards package

Competitive benefits

Job summary

Michael Best & Friedrich LLP’s Wealth Planning Practice is seeking a Senior Wealth Planning attorney with 10+ years of experience to join our Wisconsin offices (Green Bay, Madison, Milwaukee, Waukesha). The attorney will serve as a business advisor to clients, guiding them through estate planning, trusts and estates, and tax matters across their life cycles.

The ideal candidate will have experience creating and implementing estate plans, administration of trusts and estates, and transfer tax

Qualifications

• J.D. from ABA accredited law school.
• Excellent academic credentials.
• 10+ years in estate planning, trusts & estates, and transfer tax planning.
• Wisconsin license preferred or willing to become licensed.
• Ability to learn and adapt to evolving firm needs.
• Ability to work under pressure and meet deadlines.
• Strong relationship-building with clients.

Responsibilities

• Serve as a business advisor to clients across life-cycle matters.
• Advise on estate planning, trusts and estates administration.
• Develop client relationships and advise on tax laws changes.
• Collaborate with attorneys and staff across Wisconsin offices.

Skills

Estate planning

Trusts & estates

Gift tax

Estate tax

Marital property

Transfer tax

Client relations

Communication

Education

J.D. ABA-accredited

Job description

Michael Best & Friedrich LLP’s Wealth Planning Practice is seeking a Senior Wealth Planning attorney with 10+ years of experience to join our Wisconsin offices (Green Bay, Madison, Milwaukee, Waukesha). The attorney will serve as a business advisor to clients, guiding them through estate planning, trusts and estates, and tax matters across their life cycles.

The ideal candidate will have experience creating and implementing estate plans, administration of trusts and estates, and transfer tax