Trust & Estate Associate

About the Opportunity

A national law firm is seeking a Trust & Estate Planning Associate with 14 years of relevant experience to join its established Estate Planning Practice Group in either Milwaukee or Madison Wisconsin.

This is an excellent opportunity for an attorney looking to build a long-term career in estate planning and develop deeper technical expertise while working on sophisticated matters for high-net-worth individuals families and business owners.

The successful candidate will work collaboratively with experienced attorneys and gain meaningful exposure to a broad range of estate planning tax trust administration and business succession matters.

Key Responsibilities

The associate will support clients across a variety of trusts and estates matters including:

• Drafting and reviewing estate planning documents for high-net-worth individuals families and business owners.
• Assisting with business succession and wealth transfer planning.
• Supporting federal and state income gift estate and generation-skipping transfer tax planning.
• Assisting with charitable planning and matters involving tax-exempt organizations.
• Supporting estate and trust administration including probate proceedings.
• Assisting with fiduciary advisory matters.
• Preparing and reviewing federal estate and gift tax returns and related filings.
• Conducting legal and tax research and assisting with the analysis of complex estate planning issues.
• Working closely with senior attorneys and clients while progressively taking on greater responsibility.

Qualifications

The ideal candidate will have:

• 14 years of relevant experience in estate planning trusts and estates tax or a closely related practice area.
• A strong foundational understanding of estate planning trust and estate administration and related tax concepts.
• Excellent legal drafting analytical research and communication skills.
• Strong attention to detail and the ability to manage multiple matters and deadlines effectively.
• A demonstrated interest in developing a long-term practice focused on trusts and estates.
• Strong academic credentials.
• A JD from an ABA-accredited law school.
• Active membership in good standing of the bar in the jurisdiction(s) where admitted.
• Eligibility and willingness to obtain Wisconsin Bar admission which will be required as a condition of employment.

This position provides the opportunity to:

• Work on sophisticated estate planning and administration matters.
• Develop technical expertise in estate gift and generation-skipping transfer tax planning.
• Gain experience representing high-net-worth individuals and business owners.
• Work alongside experienced attorneys in a collaborative environment.
• Take on increasing levels of responsibility and client interaction.
• Build a long-term career within an established and highly regarded practice.

Compensation

The expected salary range for this position is $225000$310000 depending on overall experience and qualifications.

To Apply

Submit your resume to MB Attorney Search for confidential consideration. Candidates selected for an initial screening interview will receive additional information regarding the opportunity compensation and overall fit.

Additional materials including a law school transcript writing sample cover letter or references may be requested later in the process if relevant. All inquiries will be handled with strict confidentiality and candidate materials will not be shared with our client without your prior consent.

Required Experience:

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