Trust and Estate Planning Associate

Profile

Job Overview

A law firm seeks a Trust and Estate Planning Associate with 1-4 years of relevant experience to join the Estate Planning Practice Group in Madison, WI. The role involves providing sophisticated estate planning, trust administration, and wealth management advice to individuals, businesses, and charitable organizations.

Duties

• Draft complex estate plans 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 non-taxable estates.
• Process Federal gift and estate tax returns.
• Engage in tax-exempt organization planning.

Requirements

• 1-4 years of relevant experience in estate planning and trust administration.
• Strong document drafting, communication, and interpersonal skills.
• Positive attitude and exceptional work ethic.
• Desire to contribute to a team environment.
• Top academic credentials and experience.

Education

• JD from an ABA-approved law school.

Certifications

• Active member of the bar in the jurisdiction(s) of practice.

Skills

• Proficiency in estate plan drafting and tax planning.
• Strong analytical and problem-solving abilities.

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