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Estate Planning Jobs in Mequon

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United States
Posted On Aug 15, 26
Full-time 120 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law contracts Criminal Law Estate Planning Ethics evidence family Family Law Guardianship health insurance Litigation personal injury pleadings Probate Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law contracts Criminal Law Estate Planning Ethics evidence family Family Law Guardianship health insurance Litigation personal injury pleadings Probate Wills

serve our clients and the community. We are currently a firm of five attorneys working in estate planning, business planning, personal... injury, family law, real estate, and criminal law. With... upcoming retirements, **Members Only,** is looking to hire an experienced transactio...

Posted On Sep 23, 26
Full-time 23 views Experience : Min 3 yrs required
Practice Area:
Corporate - General Tax - Private Client Services Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - Employee Benefits & Executive Compensation Tax - Federal Employment Law - General Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
banking Business Law civil litigation construction creditors Estate Planning estates Family Law inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions shareholders
Practice Area:
Corporate - General Tax - Private Client Services Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - Employee Benefits & Executive Compensation Tax - Federal Employment Law - General Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
banking Business Law civil litigation construction creditors Estate Planning estates Family Law inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions shareholders

transactions, employment, tax, and estate planning. - Deliver high-quality legal... services to clients. - Work collaboratively with other attorneys and support staff to ensure exceptional legal service. - Potentially work out of the Milwaukee office on a semi-regular basis or when convenient. Education and...

Posted On Sep 23, 26
Full-time 4 views Experience : 2-6 yrs required
Practice Area:
Litigation - Commercial
Job Tags:
banking commercial litigation Estate Planning Family Law Financial Institutions Litigation private equity
Practice Area:
Litigation - Commercial
Job Tags:
banking commercial litigation Estate Planning Family Law Financial Institutions Litigation private equity

from various sectors such as banking, financial institutions, private equity, manufacturing, distribution, real estate, franchising, and professional service... firms. The associate will work closely with business clients to meet their diverse legal needs, which may also extend to personal le...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Probate Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Probate Retirement Planning trusts Wills

TITLE: Estate Planning/Probate Attorney JOB RESPONSIBILITIES: The Estate Planning/Probate Attorney at the... client-focused legal services in estate planning. The responsibilities include: -... Assisting clients in designing estate plans that align with... client concerns, and explain planning options. - Drafting timely and... accurate estate planning docume...

Posted On Aug 19, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate

Title: Paralegal Job Responsibilities: - Typing, formatting, proofreading, and finalizing documents from dictation, handwriting, or existing documents as directed by attorneys. - Maintaining electronic and paper files of legal documents, updated contact lists, and company files. - Managing attorneys' calendars and organizing meetings for...

Posted On Sep 10, 26
Full-time 6 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

responsible for customizing sophisticated estate plans for clients, with... a particular emphasis on planning for high-net-worth individuals. The... role entails significant involvement with fiduciary income tax returns, and a tax background or a desire to work on taxable estates is...

Posted On Sep 15, 26
Full-time 2 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance trusts Wills

or Navigator of their arrival. - Prepare, print, assemble, scan, and maintain legal documents and client files. - Witness and notarize documents as needed. - Maintain attorney calendars and schedule, confirm, and reschedule appointments. - Assist with estate plan binders and client... pick-up appointments...

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 Aug 26, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software

educate potential clients on estate and financial planning options -... Design and review individualized estate plans to ensure alignment... with client goals - Lead document signing appointments, explain plans clearly, and address client questions - Collaborate with attorneys, advisors, and staff to...

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 Aug 10, 26
Full-time 17 views Experience : 2-8 yrs required
Practice Area:
Employment Law - General Estate & Tax Planning Trusts and Estates - General
Practice Area:
Employment Law - General Estate & Tax Planning Trusts and Estates - General

civil litigation, business transactions, employment, tax, and estate planning. Candidates should have... a minimum of three years of relevant legal experience and a willingness to reside in Ozaukee County or nearby high-quality legal services in specified practice wi...

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