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Job Details

Trust and Estate Planning Associate

Company name
BCG Attorney Search

Experience
1-10 yrs required

Location
Madison, WI, United States

Industry
Legal

Posted on
Jul 03, 2025

Valid Through
Aug 02, 2025

Profile

Job Overview

A law firm seeks a Trust and Estate Planning Associate with 1-4 years of experience to join their team in Madison. The successful candidate will provide 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 and gift tax planning.
  • Experience with business succession planning.

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

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