Trust and Estate Planning Associate

BCG Attorney Search; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) Retirement plan

Disability and Life insurance

Adoption Assistance

Backup Care for Dependents

Job summary

BCG Attorney Search is seeking a Trust and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Milwaukee, WI. The role involves engaging in a variety of estate planning and administration tasks, primarily supporting high-net-worth clients.

Candidates should possess strong drafting and analytical skills, a foundational understanding of estate planning, and an interest in a long-term practice in this field. The firm offers a comprehensive benefits package that includes medical, dental, and vision insurance.

Responsibilities

• Draft estate planning and business succession documents.
• Support tax planning analyses for income, gift, estate, and generation-skipping transfers.
• Contribute to charitable planning and tax-exempt organization matters.
• Participate in estate and trust administration, including probate proceedings.
• Assist in preparing and reviewing federal estate and gift tax filings.

Skills

Strong drafting, analytical, and communication skills

Detail-oriented

Foundational understanding of estate planning and related tax concepts

Interest in developing a long-term practice in estate planning

Strong academic credentials

Education

JD from an ABA-accredited law school

Job description

Job Overview

A law firm seeks a Trust and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Milwaukee, WI. The associate will engage in a variety of estate planning and administration tasks, supporting high-net-worth individuals and business owners.

Duties

• Draft estate planning and business succession documents.
• Support tax planning analyses for income, gift, estate, and generation‑skipping transfers.
• Contribute to charitable planning and tax‑exempt organization matters.
• Participate in estate and trust administration, including probate proceedings.
• Assist in preparing and reviewing federal estate and gift tax filings.

Requirements

• Strong drafting, analytical, and communication skills.
• Detail‑oriented with the ability to manage multiple matters effectively.
• Foundational understanding of estate planning, trust and estate administration, and related tax concepts.
• Interest in developing a long‑term practice in estate planning.

Education

• JD from an ABA‑accredited law school.

Certifications

• Active member in good standing of the Bar where admitted to practice.
• Timely admission to the Wisconsin Bar required.

Skills

• Strong academic credentials.

Benefits

• Medical, Dental, and Vision insurance.
• 401(k) Retirement plan.
• Disability and Life insurance.
• Adoption Assistance.
• Backup Care for Dependents.