Trust and Estate Planning Special Counsel

Profile

Job Overview

A law firm seeks a detail-oriented estate planning attorney with 1-3 years of relevant experience to join its Madison, WI office as a Special Counsel. This full-time position involves supporting the Estate Planning Practice Group in providing sophisticated estate planning, trust administration, and wealth management counsel to individuals, businesses, and charitable organizations.

Duties

• Draft complex estate plan 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 nontaxable estates.
• Process Federal gift and estate tax returns.
• Engage in tax-exempt organization planning.

Requirements

• 1-3 years of relevant estate planning experience.
• Excellent drafting, written, and verbal communication skills.
• Strong organizational skills and ability to manage multiple matters.
• Strong client service skills and ability to collaborate with professionals.

Education

• JD from an ABA accredited law school.

Certifications

• Active admission and good standing in at least one U.S. jurisdiction.
• Admission to the Wisconsin Bar required on a timely basis.

Skills

• Solid foundation in estate planning, including estate, trust, and tax law.
• Knowledge of fiduciary and gift tax concepts.

Benefits

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

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306