Trusts and Estates Associate Attorney

Full-time 9 views

Recruiter

Milwaukee, WI, United States

Trusts and Estates Associate Attorney

Attorney

BCG Attorney Search
Company Review

2-17 yrs required

Full-time

No

Job Overview: A law firm seeks an experienced Trusts and Estates Associate Attorney to join their team in Milwaukee, WI. This position offers the opportunity to work independently on a variety of legal matters, including estate planning, probate and trust administration, tax preparation, and more. The ideal candidate will have 4-10 years of experience in relevant areas and be eager to build their own client base while contributing to the firm’s ongoing success in the Milwaukee market.

Duties:

  • Provide comprehensive legal services in areas such as estate planning, probate and trust administration, and guardianships.
  • Handle tax preparation, including individual income tax, fiduciary income tax, and estate/gift tax filings.
  • Assist clients with transactional services, including entity formation for family and closely held businesses.
  • Manage elder law matters and fiduciary litigation, including contested probate and guardianship proceedings.
  • Collaborate with the firm’s legal team while managing an independent caseload.
  • Build and expand a personal client base through professional connections and community involvement.
  • Develop and maintain relationships with professional partners and business development channels.

Requirements:

  • 4-10 years of experience in one or more of the following areas: estate planning, probate/trust administration, tax preparation, guardianships, or business law.
  • Proven ability to independently handle a caseload within the firm’s practice areas.
  • Entrepreneurial mindset with the desire to develop and grow a personal book of business.
  • Strong communication and interpersonal skills, with a focus on client service.
  • Ability to work collaboratively with the firm while managing cases independently.

Education:

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

Certifications:

  • Licensed to practice law in the state of Wisconsin.

Skills:

  • Expertise in trust and estate law, probate, and tax-related matters.
  • Strong legal research, writing, and analytical skills.
  • Ability to manage a diverse caseload and meet deadlines.
  • Business development skills with the capacity to establish and grow a client base.
  • Proficiency in managing client relationships and providing exceptional legal counsel.

Benefits:

  • Competitive compensation package, commensurate with experience.
  • Collaborative and supportive work environment.
  • Opportunities for professional development and business growth.

Location:

  • Milwaukee, WI

This position offers a fantastic opportunity for an attorney looking to build a successful practice in trusts and estates law within a supportive, client-focused law firm. Join a team that values long-term professional relationships and high-quality legal services in the Milwaukee area.

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