Milwaukee firm is seeking a talented attorney with a minimum of three years of relevant, broad breadth experience in estate/trust administration, with meaningful exposure to sophisticated estate and tax planning strategies for high-net-worth clientele. A CPA designation would be a plus. Open to a full or part-time position and have some flexibility to work remotely.
Job responsibilities include:
• Gathering, analyzing, reconciling and documenting information on the value and title of estate/trust assets, debts, and expenses
• Communicating directly by phone and written correspondence with clients, other professional advisors, executors/trustees, beneficiaries and court personnel
• Preparing and assembling initial drafts of Federal estate tax returns, Federal gift tax returns, Federal and State trust tax returns and related documentation (including trust and estate accountings) for review by supervising attorneys
• Preparing court pleadings for probates and inheritance tax proceedings
• Conducting legal research, including statutory, regulatory and case law research
• Coordinating asset transfers involving financial accounts, business interests (e.g., corporate stock and LLC units) and real estate, and preparing related transfer documentation
As an Estate and Trust Administration Attorney, you will be at the center of helping clients through the sometimes-challenging process of settling the estates of their loved ones. You will have access to the significant resources of our firm - our team of lawyers provides a diverse array of legal services to a variety of business clients including banking and financial institutions, private equity, manufacturing, distribution, real estate, franchising, and professional service firms. We also have a sophisticated litigation practice which has handled some of the largest, most high profile and complex lawsuits ever filed in the State of Wisconsin. Our firm gives its lawyers the opportunity to be an integral part of the client service team, working closely with our shareholders and client personnel at all levels, including top decision-makers. We value hands-on experience, and we offer professional opportunities to learn, grow, develop skills, and make a difference. We are proud of our unique culture, which combines the expertise of much larger firms with a personalized, very high level of client service.
Qualified candidates may direct their resume to: sylvester.brown@wilaw.com
