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...
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The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
Trusts and Estates Attorney The candidate must have 5+ years of experience. Should be conversant with estate tax, gift tax, generation-skipping transfer tax and fiduciary income... tax concepts, and have experience in drafting sophisticated estate planning documents and in administering estates and trusts. Must have a strong academic record.... 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
and Estate Paralegal The candidate will be responsible for all aspects of estate and trust administration. Serve as primary client contact throughout the administration process. Collect and manage information regarding heirs, assets and debts. Calculate values and accrued income for estate tax and inventory purposes. Prepare and file estate, fiduciary income tax returns, estate tax and gift tax returns. Attend and assist clients at probate hearings. File probate openin... 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
and Estates Attorney The candidate should be a mid-level trusts and estates attorney with 10+ years of experience. Wisconsin Bar admission and excellent collaboration skills are required. Should have significant experience in preparing complex estate plans for clients with taxable estates, and will be expected to have experience consulting with high net worth clients, families, and business owners. May assume responsibility for existing client files as current law fir... 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 must be a mid-level trusts and estates attorney with 10+ years of experience. Should have significant experience preparing complex estate plans for clients with taxable estates, and will be expected to have experience consulting with high net worth clients, families, and business owners. Must be able to provide advice involving estate, gift, generation-skipping transfer tax and charitable planning... issues, and have experience using sophisticated estate... 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
Mid-level Trusts and Estates Attorney The candidate will provide advice involving estate, gift, generation-skipping transfer tax and charitable planning... issues. Assume responsibility for existing client files as current WHD attorneys retire. Should have Wisconsin Bar admission. Must have significant experience in preparing complex estate plans for clients with taxable estates, and have experience of consulting with high net worth clients, families, and business owners. Shoul... 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
& Estate Paralegal Duties: Responsible for all aspects of estate and trust administration. Serve as primary client contact throughout the administration process. Collect and manage information regarding heirs, assets and debts. Calculate values and accrued income for estate tax and inventory purposes. Prepare and file estate, fiduciary income tax returns, estate tax and gift tax returns. Attend and assist clients at probate hearings. File probate opening documents, i... 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
- Estate and Trust Administration Duties: Reports to the Estate Planning Attorneys. Collects information related to estates and Trusts, including identifying probate and non-probate assets, obtaining date of death asset values, and assisting in determining any material property interests. Prepares or assists in the preparation of probate forms. Maintains communications with beneficiaries and assists in filing necessary documentation and claim forms for insurance an... 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