Trust and Estate Planning Associate

Recruiter

Madison, WI

Trust and Estate Planning Associate

Attorney

1-10 yrs required

No

Job Overview

A law firm seeks a Trust and Estate Planning Associate with 1-4 years of experience to join their team in Madison. The successful candidate will provide sophisticated estate planning, trust administration, and wealth management advice to individuals, businesses, and charitable organizations.

Duties

• Draft complex estate plans and business succession planning documents for high net worth individuals.
• Prepare complex charitable giving documents.
• Counsel clients on income, gift, estate, and generation-skipping tax planning.
• Assist with probate proceedings for taxable and non-taxable estates.
• Process Federal gift and estate tax returns.
• Engage in tax-exempt organization planning.

Requirements

• 1-4 years of relevant experience in estate planning and trust administration.
• Strong document drafting, communication, and interpersonal skills.
• Positive attitude and exceptional work ethic.
• Desire to contribute to a team environment.
• Top academic credentials and experience.

Education

• JD from an ABA-approved law school.

Certifications

• Active member of the bar in the jurisdiction(s) of practice.

Skills

• Proficiency in estate and gift tax planning.
• Experience with business succession planning.

Benefits

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