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TRUSTS & ESTATES ASSOCIATE
The candidate must have minimum of 3 years' experience in estate. Must have have experience in business succession. Will be planning and working with high net worth individuals with estate and gift tax planning needs.
Private Wealth Advisor
Duties: Effectively expand client relationships to grow revenue to achieve sales targets through increasing share of wallet through the acquisition of increased investment, loan , deposit, financial planning , mortgage or client centered services. Expand banking and investment services to affiliated family members, friends or advisors. Seek introductions and referrals from client to grow business practice. Plan client calls effectively and systematic...
Trusts and Estates Attorney
The candidate should have 3-6 years of experience to join their Trusts and Estates Practice Group. Must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate and generation-skipping tax planning; assisting with probate proceedings for taxable and non-taxable estat...
Estate Planning Associate
The candidate will assist senior attorney with client meetings, drafting estate plans, administering estates, including court appearances, and representing clients at guardianship hearings. Must possess a strong sense of commitment and dedication to client services and the ability to interact professionally with coworkers, clients, and court officials. 3-5 years of experience preferred. Wisconsin law license required.
Managing Senior Counsel - Private Client and Institutional Services
The candidate will provide and coordinate legal services for the Private Client and Institutional Services (PCIS) Business Line and, in particular, the PCIS Executive Team. Will manage and supervise the attorneys and other staff in the PCIS legal group. Retain, supervise, and coordinate with, outside counsel. Work with Risk Management and Compliance on matters related to the PCIS Business Line. Manage liti...