Trust & Estate Planning Special Counsel

Illapa Search; Madison (WI); On-site; USD 80,000 - 100,000; Full time

Job summary

A renowned law firm is seeking a detail-oriented estate planning attorney to join its Madison office as Special Counsel. The ideal candidate will manage complex estate planning and wealth management matters, support experienced attorneys, and counsel clients on tax planning strategies. This role requires 1-3 years of relevant experience and an active U.S. jurisdiction admission, with the ability to obtain Wisconsin Bar admission. If you are looking for a dynamic position in estate planning, this opportunity is for you.

Qualifications

• Must possess 1–3 years of relevant estate planning experience.
• Active admission to a U.S. jurisdiction is required.
• Ability to gain Wisconsin Bar admission promptly.

Responsibilities

• Draft complex estate and business succession documents.
• Prepare charitable giving documents for clients.
• Counsel clients on income and estate tax planning.
• Assist in probate proceedings and tax return submissions.

Skills

Estate planning

Tax planning

Document drafting

Client counseling

Education

J.D. from an ABA-accredited law school

Job description

A nationally recognized, Am Law–ranked law firm is seeking a detail-oriented estate planning attorney with 1–3 years of relevant experience to join its Estate Planning Practice Group as Special Counsel in its Madison office.

The Position

This role offers the opportunity to work closely with experienced practitioners on sophisticated estate planning, trust administration, and wealth management matters. The Special Counsel will support attorneys in providing comprehensive counsel to individuals, businesses, and charitable organizations.

Key responsibilities include:

• Drafting complex estate planning and business succession documents for high-net-worth individuals
• Preparing sophisticated charitable giving documents
• Counseling clients on income, gift, estate, and generation-skipping transfer tax planning
• Assisting with probate proceedings for both taxable and non-taxable estates
• Preparing and processing federal gift and estate tax returns

Qualifications

• J.D. from an ABA-accredited law school
• Active admission and good standing in at least one U.S. jurisdiction
• Ability to obtain admission to the Wisconsin Bar on a timely basis as a condition of employment
• 1–3 years of relevant estate planning experience

How to apply:

Thank you for your interest in the role. To complete an application and submit your resume, please click “apply now.”