Estate & Tax Planning Attorney in Milwaukee, WI

Law Firm

Milwaukee, WI

Estate & Tax Planning Attorney in Milwaukee, WI

Attorney

2-10 yrs required

No

Job Title: Estate Planning Attorney

Job Responsibilities:
The Estate Planning Attorney will be responsible for providing legal advice and assistance to high net worth clients, focusing on sophisticated wealth transfer strategies. The candidate will work within the Trusts & Estates Department, contributing to the success of the clients by implementing effective estate planning solutions. The attorney will collaborate with clients to develop customized plans that align with their financial goals and ensure the efficient transfer of wealth.

The position requires a commitment to superior client service, with the attorney expected to engage in tasks that include drafting legal documents, advising on tax implications, and ensuring compliance with relevant laws and regulations. The attorney must also stay updated on changes in estate planning laws and best practices to provide informed guidance.

Education and Experience Information:
- A Juris Doctor (JD) degree from an ABA-accredited law school is required.
- The candidate must possess a license to practice law in Wisconsin or be eligible to waive into the Wisconsin Bar.
- Superior academic credentials are necessary.
- The ideal candidate will have two to ten years of experience in estate planning, particularly with high net worth clients.

Physical Demands and/or Work Environment:
The role involves frequent use of a keyboard and telephone, with the need to frequently sit, walk, talk, hear, and occasionally stand. The candidate must have the ability to adjust vision for close vision work. The law firm is committed to providing reasonable accommodations for qualified individuals with disabilities in accordance with applicable law.

Applicants with disabilities may be entitled to reasonable accommodations under the Americans with Disabilities Act and/or certain state or local laws. Assistance in the application process can be requested from Human Resources.

Salary Information:
The text does not provide specific salary information for the Estate Planning Attorney position.