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Estate Planning Jobs in Fox Point

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United States
Posted On Sep 23, 26
Full-time 69 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills

Job Title: Attorney – Estate Planning Job Responsibilities: - Develop and... implement advanced estate planning strategies, including but... Lead Trusts), FLPs (Family Limited Partnerships), and other complex planning techniques. - Draft wills, trusts,... powers of attorney, and related documents specifically tailored to high...

Posted On Aug 19, 26
Full-time 1 views Experience : 2-5 yrs required
Job Tags:
Energy Estate Planning health insurance Insurance marketing
Job Tags:
Energy Estate Planning health insurance Insurance marketing

**Job Title:** Estate Planning Legal Executive Assistant **Job Responsibilities:** The... Estate Planning Legal Executive Assistant... is... within the law firm's Estate Planning practice. This includes: -... Leading... the management and administration of a large volume of time-sensitive communications. - Maintaining attorney business development contact lists...

Posted On Sep 06, 26
Full-time 2 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will support... a broad range of estate planning and administration matters.... with the drafting of estate planning and business succession... owners. - Supporting income, gift, estate, and generation-skipping transfer tax... planning...

Posted On Aug 30, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills

Job Title: Estate Planning Associate Job Responsibilities: - Draft... wills, trusts, and other estate planning instruments. - Prepare and/or... transfer tax returns, including estate, gift, and generation-skipping transfer... Provide advice and implement estate plans, including charitable planning,... business succession planning, and... income tax planning. - Assist with the administration......

Posted On Aug 27, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer

of tasks associated with estate planning, trust administration, and... and resolve issues related to marital property disputes, guardianships, trust modification and reformation, as well as tax and wealth transfer planning. The associate will work... closely with clients to understand thei...

Posted On Sep 10, 26
Full-time 14 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts

to join their team in either the Milwaukee or Brookfield, WI office. The ideal candidate must be licensed in Wisconsin and possess seven or more years of experience in customizing sophisticated estate plans, with a special... focus on planning for...

Posted On Sep 09, 26
Full-time 44 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Design and implement sophisticated estate plans for individual and... protection, and gift and estate tax issues. - Work primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Demonstrate exceptional...

Posted On Sep 11, 26
Full-time 27 views Experience : Min 4 yrs required
Practice Area:
Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements closing documents due diligence Equal Pay Act family Insurance Land Use lease LLC real estate financing title trusts zoning
Practice Area:
Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements closing documents due diligence Equal Pay Act family Insurance Land Use lease LLC real estate financing title trusts zoning

Job Title Real Estate Midlevel Associate Job Responsibilities... The Real Estate Midlevel Associate will play... a the law firm’s Real Estate Practice. The candidate is... substantial experience in real estate or related transactional law.... - Engaging in real estate dev...

Posted On Jul 27, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Real Estate - Finance Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - General
Job Tags:
acquisitions agreements asset management commercial real estate construction equity Joint Ventures leasing lending mortgage loans
Practice Area:
Real Estate - Finance Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - General
Job Tags:
acquisitions agreements asset management commercial real estate construction equity Joint Ventures leasing lending mortgage loans

Job Title: Real Estate Attorney Job Responsibilities: The Real Estate... Attorney will be a... of the company's Real Estate Investment Team and will... the company's substantial real estate investment portfolio, which exceeds... mortgage loan and real estate equity portfolio, with most... legal...

Posted On Sep 05, 26
Full-time 2 views Experience : Max 1 yrs required
Practice Area:
Real Estate - Development/ Dirt law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Finance Land Use & Zoning Environmental Law - Transactions & Compliance Environmental and Land Use - General
Job Tags:
Land Use Partnership partnerships
Practice Area:
Real Estate - Development/ Dirt law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Finance Land Use & Zoning Environmental Law - Transactions & Compliance Environmental and Land Use - General
Job Tags:
Land Use Partnership partnerships

Title: Entry Level Real Estate Associate Job Responsibilities: - Collaborate with... the Real Estate and Land Use team... matters related to real estate transactions and land use... planning. - documents related to real estate transactions, including purchase agreements,... issues pertaining to real estate law and land use......

Posted On Sep 09, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts

an experienced Trust & Estate Paralegal to join our... team. As a key member, you will assist attorneys, other paralegals, and administrative staff in estate planning and trust administration.... We value dedicated to providing premier estate and tax services to......

Posted On Sep 09, 26
Full-time 20 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts

the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans for both taxable... and non-taxable estates. - Administering estates and trusts post-death. - Providing exceptional client service in partnership with a team of professionals. - Collab...

Posted On Sep 09, 26
Full-time 7 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Responsibilities: - Engage in sophisticated estate planning and drafting, ensuring... documentation. - Manage trust and estate administration, overseeing the execution... of clients' estate plans and ensuring compliance... with legal standards. - Handle estate and gift tax matters,... Develop and implement charitable planning strategies to meet ......

Posted On Sep 09, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

Posted On Sep 09, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
employee benefits Estate Planning family LLC
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
employee benefits Estate Planning family LLC

and involves assisting attorneys, paralegals, and administrative staff with estate planning and trust administration... tasks. The ideal candidate will be proactive, able to work independently, and contribute positively to the team's success. Job Title: Receptionist/Legal Secretary Job Responsibilities: - Greet clients and professional c...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Job Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with... comprehensive plans and deliver thought leadership, planning education, and targeted consultation... for high-net-worth and ultra-high-net-worth clients. Focus areas include estate planning, wealth transfer, business... succession,... tax mitigation, and executive compensation strategies. - Asse...

Posted On Aug 25, 26
Full-time 1 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

seeks a Trust and Estate Planning Associate with 1-4... experience to join its Estate Planning Practice Group in... in a variety of estate planning and administration tasks,... individuals and business estate planning and business succession... planning analyses for income, gift, estate, and generati...

Posted On Sep 21, 26
Full-time 5 views
Practice Area:
Other
Practice Area:
Other

Growth Join a trusted, full-service estate planning firm built for... lasting. **Members Only.** is a well-established Milwaukee firm serving clients across estate planning, probate and trust... administration, elder law, special needs planning, tax preparation, business transactional... work, and fiduciary litigation....

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