Overview
Estate Planning Attorney Jobs in Shorewood, USA at BCG Attorney Search
Job Overview
A law firm is seeking an experienced Estate Planning Attorney in Milwaukee, Wisconsin, to handle sophisticated estate and wealth planning matters. This hybrid role involves advising individuals, families, and business owners on both foundational and advanced estate planning strategies, with a focus on high-net-worth clients.
Duties
Design and implement comprehensive estate plans for a range of clients
Advise on federal estate, gift, and generation-skipping transfer tax strategies
Draft complex estate planning documents, including irrevocable trusts and gifting structures
Develop business succession and wealth transfer strategies
Provide guidance on asset protection and Medicaid planning
Counsel clients on charitable giving and legacy planning
Collaborate with financial advisors, accountants, and other professionals
Work with support staff to deliver a high-quality client experience
Requirements
Minimum of 7 years of estate planning experience
Experience working with high-net-worth individuals and complex planning structures
Ability to manage sophisticated matters independently
Strong client relationship and advisory capabilities
Collaborative and team-oriented approach
Education and Certifications
Juris Doctor (JD) from an accredited law school
Admission to practice law in the relevant jurisdiction
Skills
Advanced knowledge of estate, gift, and tax planning laws Strong drafting and document preparation abilities
Excellent analytical and strategic thinking skills
Clear and effective communication with clients
Organizational skills and attention to detail
Proficiency with legal and practice management software
Benefits
- Hybrid work schedule
- 401(k) with employer matching
- Paid time off
- Parental leave
- Life insurance
- Flexible work schedule
- Professional development support
- Profit-sharing opportunities
- Collaborative and supportive work environment
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Title: Estate Planning Attorney
Company: BCG Attorney Search
Location: Shorewood, USA
Category:
