Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...
Title: Attorney – Estate Planning Job Responsibilities: - Develop and implement advanced estate planning strategies, including but not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family Limited...
include: - Assisting high net worth clients with sophisticated wealth transfer strategies. - Collaborating... with clients to understand their estate planning needs and providing tailored legal advice. - Drafting and reviewing legal documents related to trusts and estates. - En...
Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Planning Paralegal Responsibilities: Collection of financial, personal and health-related information. Preparation of estate planning documents. Document analysis. Categorization and understand financial documents related to trust funding. Understanding all facets of trust and estate administration. Preparation of trust and estate accountings, including preparation of fiduciary tax and estate returns. Understanding of guardianship administration. Entity formations, di... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal/ Legal Assistant The candidate will be preparing various documents, such as correspondence, estate planning documents, deeds from personal knowledge of the matter, notes, and/or discussions with the attorney(s) and/ or Office Manager. Preparing and filing deeds and electronic transfer return receipts through an... electronic filing system. Corresponding with clients, attorneys, and other professionals through in?person meetings, telephone conferences, and emails. Mana... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Associate The candidate... should have 2-6 years of experience. Should have experience creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. Will build... strong relationships with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. Should have . from an ABA accredited law schoo... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate, Wealth Planning The candidate should... have 1 year of experience creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. Will build... strong relationships with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. Must have . from an ABA accredited law school. Excellent academic creden... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Associate The candidate... will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. . from an ABA accredited law school is required. Excellent academic credentials is required. Should have 5-8 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating mar... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Corporate and Estate Planning Paralegal/Legal Assistant The candidate will prepare and file entity formation documents, manage due diligence, maintain corporate records, and assist in drafting corporate minutes and annual consents. Will perform UCC searches and filings, document review and production, assist with closings and post-closing activities, search public records, perform electronic filing with agencies, perform legal research and cite checking. Assist wit... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Attorney The candidate's responsibilities include meeting personally with clients, drafting trusts and wills, advanced directives - including advanced planning, communicating with clients and with other professionals (trust officers, CPAs, investment advisors, etc.). Law License and Admitted to the Wisconsin Bar required. Should preferably have 3-5 years experience working on the drafting of estate plans, wills, trusts, probate documents and residential real estate transfer... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Associate The candidate... should have 2-6 years of experience. Should have experience creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. Will build... strong relationships with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. Should have . from an ABA accredited law schoo... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate, Wealth Planning The candidate should... have 1 year of experience creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. Will build... strong relationships with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. Must have . from an ABA accredited law school. Excellent academic creden... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Associate The candidate... will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws. . from an ABA accredited law school is required. Excellent academic credentials is required. Should have 5-8 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating mar... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here