Trusts & Estates Associate

Illapa Search; Wisconsin; On-site; USD 120,000 - 180,000; Full time

Job summary

A leading national law firm in Wisconsin seeks an Associate in its Trusts & Estates practice to work with high-net-worth individuals and closely held businesses on sophisticated estate planning and wealth transfer matters.

The successful candidate will advise clients on a broad range of estate planning, wealth transfer, trust administration, and tax matters, with opportunities to take increasing responsibility as experience develops.

Qualifications

• 2–5 years of relevant legal experience in Trusts & Estates, estate planning, private wealth, tax, or a closely related practice.
• JD from an accredited law school with strong academic credentials.
• Active admission to the Wisconsin Bar or ability to obtain Wisconsin admission promptly.
• Experience drafting and reviewing estate planning documents and wealth transfer matters.

Responsibilities

• Advise clients on estate planning, wealth transfer, and related tax matters.
• Manage trust administration and estate administration matters.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, and health care directives.
• Collaborate with colleagues on complex matters and develop client relationships.

Skills

Experience in Trusts & Estates

Estate planning

Tax knowledge

Wills & trusts drafting

Education

Juris Doctor (JD)

Job description

A leading national law firm is seeking a Trusts & Estates Associate to join its Wisconsin office. This is an excellent opportunity for an attorney to work with high-net-worth individuals, families, business owners, executives, and closely held businesses on sophisticated estate planning and wealth transfer matters while developing their practice within a highly respected national platform.

The successful candidate will advise clients across a broad range of estate planning, wealth transfer, trust administration, estate administration, tax, and business succession matters. Associates will work closely with experienced attorneys and have meaningful exposure to sophisticated clients, with opportunities to take increasing responsibility for matters as their experience develops.

About the Firm

The firm is a leading national law firm with a sophisticated Trusts & Estates and private wealth practice, advising individuals, families, entrepreneurs, executives, and business owners on complex estate planning, tax, wealth transfer, and succession matters.

Its attorneys are known for combining technical excellence, practical judgment, and highly personalized client service. The firm's multidisciplinary platform allows Trusts & Estates attorneys to collaborate with practitioners in tax, corporate, real estate, litigation, and other areas to provide comprehensive solutions to clients.

Associates benefit from hands-on mentorship, sophisticated client work, collaborative teams, and opportunities for increasing responsibility and professional development.

Requirements

The ideal candidate will have:

• 2–5 years of relevant legal experience in Trusts & Estates, estate planning, private wealth, tax, or a closely related practice.
• A JD from an accredited law school with strong academic credentials.
• Active admission to the Wisconsin Bar or the ability to obtain Wisconsin admission promptly.
• Demonstrated experience with estate planning and wealth transfer matters.
• Strong understanding of federal estate, gift, and generation-skipping transfer tax principles.
• Experience drafting and reviewing sophisticated wills, revocable and irrevocable trusts, powers of attorney, health care directives, and other estate planning documents.