Private Wealth / Trusts & Estates Associate Attorney
MB Attorney Search LLC
MB Attorney Search is conducting a confidential retained search for a Private Wealth / Trusts & Estates Associate Attorney to join the nationally recognized Private Wealth practice of an Am Law 100 law firm in Milwaukee, Wisconsin . This opportunity offers hybrid flexibility, sophisticated estate planning work, and the resources of an established national practice.
We are seeking an attorney with approximately 4–8 years of experience in estate planning, trusts and estates, or private wealth law who enjoys developing long-term client relationships, solving complex planning challenges, and advising high-net-worth individuals, families, business owners, and fiduciaries.
The practice handles sophisticated estate planning, trust and estate administration, wealth transfer and business succession planning, charitable planning, and related estate and gift tax matters. Attorneys have meaningful client contact, opportunities to take ownership of matters, and the support of experienced colleagues across a collaborative national platform.
Responsibilities
- Advise high-net-worth individuals, families, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, and succession matters.
- Draft and review wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents.
- Handle trust and estate administration, probate, and related fiduciary matters.
- Advise on estate, gift, and generation-skipping transfer tax planning, charitable giving, and wealth preservation strategies.
- Collaborate with attorneys across practice areas on business succession, tax, and complex family wealth planning matters.
- Develop trusted client relationships and manage matters with increasing independence and responsibility.
Qualifications
- Approximately 4–8 years of experience in estate planning, trusts and estates, private wealth, or related tax planning matters.
- Prior law firm experience required.
- Strong estate planning and trust drafting experience.
- Experience with trust and estate administration and advising high-net-worth clients.
- Excellent analytical, drafting, communication, and client counseling skills.
- Ability to manage sophisticated matters independently while collaborating with colleagues.
- Strong academic credentials and sound professional judgment.
- Wisconsin bar admission or eligibility to obtain admission.
Why Consider This Opportunity?
- Sophisticated Private Wealth Practice: Work with high-net-worth individuals and families on complex estate planning, trusts, wealth transfer, and tax planning matters.
- Established National Platform: Join a nationally recognized Am Law 100 firm with a substantial Private Wealth practice.
- Meaningful Responsibility: Enjoy direct client interaction, ownership of matters, and opportunities to develop your practice.
- Collaborative Milwaukee Office: Work with experienced attorneys across multiple practice areas while benefiting from national resources.
- Professional Growth: Opportunities for mentorship, business development, increasing autonomy, and long-term partnership potential.
- Hybrid Flexibility: Balance in-office collaboration with flexibility to work remotely.
Compensation & Expectations
Competitive compensation commensurate with experience, qualifications, and the Milwaukee market. Associates are also eligible for performance and client development bonuses.
Annual billable hour expectation: 1900 hours.
Location
Milwaukee, Wisconsin | Hybrid
To Apply
Submit your resume to MB Attorney Search for confidential consideration. Candidates selected for an initial screening interview will receive additional information regarding the opportunity, compensation, and overall fit.
Additional materials, including a law school transcript, writing sample, or references, may be requested later in the process if relevant. All inquiries will be handled with strict confidentiality, and candidate materials will not be shared with our client without your prior consent.
About MB Attorney Search
MB Attorney Search is a Midwest-focused legal recruiting firm specializing in associate-, counsel-, partner-, and in-house attorney placements. We are committed to thoughtful, relationship-driven recruiting and long-term career guidance for attorneys throughout the Midwest and beyond.
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