Trust & Estate Associate

MB Attorney Search • Milwaukee, WI

9h • Hybrid

About The Position

A national law firm is seeking a Trust & Estate Planning Associate with 1–4 years of relevant experience to join its established Estate Planning Practice Group in either Milwaukee or Madison, Wisconsin. This is an excellent opportunity for an attorney looking to build a long-term career in estate planning and develop deeper technical expertise while working on sophisticated matters for high-net-worth individuals, families, and business owners. The successful candidate will work collaboratively with experienced attorneys and gain meaningful exposure to a broad range of estate planning, tax, trust administration, and business succession matters.

Requirements

• 1–4 years of relevant experience in estate planning, trusts and estates, tax, or a closely related practice area.
• A strong foundational understanding of estate planning, trust and estate administration, and related tax concepts.
• Excellent legal drafting, analytical, research, and communication skills.
• Strong attention to detail and the ability to manage multiple matters and deadlines effectively.
• A demonstrated interest in developing a long-term practice focused on trusts and estates.
• Strong academic credentials.
• A JD from an ABA-accredited law school.
• Active membership in good standing of the bar in the jurisdiction(s) where admitted.
• Eligibility and willingness to obtain Wisconsin Bar admission, which will be required as a condition of employment.

Responsibilities

• Drafting and reviewing estate planning documents for high-net-worth individuals, families, and business owners.
• Assisting with business succession and wealth transfer planning.
• Supporting federal and state income, gift, estate, and generation-skipping transfer tax planning.
• Assisting with charitable planning and matters involving tax-exempt organizations.
• Supporting estate and trust administration, including probate proceedings.
• Assisting with fiduciary advisory matters.
• Preparing and reviewing federal estate and gift tax returns and related filings.
• Conducting legal and tax research and assisting with the analysis of complex estate planning issues.
• Working closely with senior attorneys and clients while progressively taking on greater responsibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree