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Estate Planning Attorney

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 clientsAdvise on federal estate, gift, and generation-skipping transfer tax strategiesDraft complex estate planning documents, including irrevocable trusts and gifting structuresDevelop business succession and wealth transfer strategiesProvide guidance on asset protection and Medicaid planningCounsel clients on charitable giving and legacy planningCollaborate with financial advisors, accountants, and other professionalsWork with support staff to deliver a high-quality client experience Requirements Minimum of 7 years of estate planning experienceExperience working with high-net-worth individuals and complex planning structuresAbility to manage sophisticated matters independentlyStrong client relationship and advisory capabilitiesCollaborative and team-oriented approach Education and Certifications Juris Doctor (JD) from an accredited law schoolAdmission to practice law in the relevant jurisdiction Skills Advanced knowledge of estate, gift, and tax planning lawsStrong drafting and document preparation abilitiesExcellent analytical and strategic thinking skillsClear and effective communication with clientsOrganizational skills and attention to detailProficiency 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 #J-18808-Ljbffr BCG Attorney Search

Vacancy posted 1 day ago
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