Role: Trust & Estate Associate
Location: Madison, WI
Salary: $260,000-$310,000
Schedule: Monday to Friday
Start Date: ASAP
 
Overview & Opportunity: 
 
We are seeking an associate to join this well-established firm’s Estate Planning Practice Group in their Madison Office.
 
Job Description:
 
We are seeking a well-rounded, dynamic, highly motivated associate who is comfortable with direct interaction with both senior attorneys and clients and has demonstrated an ability to thrive in a sophisticated practice in a busy, collegial environment.
 
To be considered, a candidate must hold a J.D. from an ABA-approved law school and be in good standing and an active member of the bar of the jurisdiction(s) in which the candidate is admitted to practice.
 
Role Responsibilities:

• Draft wills, trusts, and other estate planning documents to ensure clients’ assets are distributed according to their wishes.
• Oversee the management and distribution of assets in trust, ensuring compliance with the terms of the trust and applicable laws.
• Assist with the probate process, including filing court documents and managing the administration of deceased estates.
• Advise clients on estate, gift, and income tax issues, including strategies for minimizing tax liabilities.
• Conduct research on state and federal laws regarding trusts, estates, and probate matters.

Candidate Requirements:
 
Candidates must have experience in the following:

• drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate, and generation-skipping tax planning; assisting with probate proceedings for taxable and non-taxable estates; processing Federal gift and estate tax returns; and tax exempt organization planning. 

Company Benefits:

• Adoption Assistance
•  Medical, Dental and Vision insurance
• 401(k) Retirement
• More to be discussed at interview stage

 
To apply for this role, please contact: alex@achieveprofessionals.com