Estate Planning Attorney

Profile

Job Overview

A 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 with clients and decision-makers, contributing to a high level of client service.

Duties

• Develop and implement advanced estate planning strategies, including SLATs, GRATs, IDGTs, CLTs, and FLPs.
• Draft wills, trusts, powers of attorney, and related documents for high-net-worth clients.
• Advise on wealth transfer strategies, estate/gift tax implications, and charitable planning.
• Develop and execute business succession plans for family-owned businesses.
• Collaborate with tax advisors, financial planners, and fiduciaries for integrated planning solutions.
• Stay current on estate, gift, and generation-skipping transfer tax law developments.
• Represent clients in probate and trust administration matters.
• Provide mentorship and guidance to junior attorneys and staff.

Requirements

• Over seven years of experience in estate planning.
• Proficiency in drafting complex estate planning documents.
• Strong understanding of wealth transfer and tax implications.
• Experience in business succession planning.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Bar admission in the state of Wisconsin.

Skills

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work collaboratively with a team.

Benefits

• Comprehensive medical, dental, and vision plan.
• Health savings account.
• Long-term disability insurance.
• Voluntary long-term care.
• Group term life insurance.
• 401(k) plan.
• Complimentary downtown parking.

Company info

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