Trust Estates Counsel Jobs in Waukesha

Associate General Counsel – Healthcare and Research The ... will provide legal advice and counsel, with emphasis on the Healthcare ... legal situations to the General Counsel in providing, acquiring,..

Associate General Counsel – Healthcare & Research Duties: ... Duties: Provide legal advice and counsel, with emphasis on the Healthcare ... legal situations to the General Counsel in providing, acquiring,..

Planned Giving Director Duties: Under the supervision of the Senior Director - Major Gifts, will be responsible for planning and implementing estate planning programs to promote deferred giving by alumni, faculty ..

Legal Secretary The candidate will type correspondence, prepare estate planning documents and assist attorneys with probate and guardianship matters. Must have good grammar and proofreading skills and possess the ability to ..

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Associate Attorney The candidate will work for the firm that specialize in estate planning, probate/trust administration, real estate disputes and transactions, family law, guardianship, and all related matters. Experience in these ..

Tax Associate - Fall 2021 Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various ..

Job OverviewA law firm seeks a probate attorney in Milwaukee, WI. This full-time, hybrid position is ideal for an attorney with a minimum of three years of experience in probate and ..

Job OverviewA law firm seeks an Associate Attorney in Milwaukee, WI. This role involves engaging with clients to provide estate and financial planning services. The ideal candidate will be part of ..

Trust Operations Manager - Custody Accounts ... and deadlines are met for trust operations – custody team. Identifies ... like compliance deemed applicable for Trust Accounting. Recommend exception reporting that..

Instructor, Certified Financial Planning The candidate wil be responsible for all aspects of CFP© education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

AWM - Private Bank - Private Banker , Vice President Duties: Sell and implement investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and ..

High Net Worth - Tax Manager / Senior Manager The candidate will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s ..

Menomonee Falls office of a BCG Attorney Search Top Ranked Law Firm seeks an attorney preferably with 5+ years of experience in transactional, probate, and guardianship law. The candidate will meet ..

Job OverviewA law firm seeks a Trusts and Estates Attorney for its Milwaukee, WI office. The ideal candidate will have significant experience in advising high net worth clients on complex wealth ..

Estate Planning Clinic Director, temporary The candidate work will focus on operational oversight and further development of estate planning services for low-income Wisconisn residents at the Marquette Volunteer Legal Clinics. Train, ..

Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..

Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..