Trusts and Estates Associate Attorney

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.

This law firm was founded over six decades ago to provide cost effective and personalized services to small businesses and families. Their areas of practice include estate planning, real estate, business planning, elder law services, special needs trusts, tax planning, and guardianships. The firm is located in Wisconsin.