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...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The role of a Tax Senior Manager within the Personal Financial Services practice at the company involves working as part of a team to address complex business issues, from strategy to execution....
array of business advisory services aimed at enhancing operational efficiency and focusing on personal wealth strategy. The director will... be responsible for: - Supporting the team to innovate and improve working methodologies when necessary. - Arranging and sponsoring suitable assignments and experience...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance,...
Associate - Winter 2026 Milwaukee, WI, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
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...
OverviewA law firm seeks an Estate Planning Attorney in Milwaukee with over seven years of experience. The role involves guiding clients through the estate settlement process, utilizing the firm's extensive resources and diverse legal services. The attorney will work closely...