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Estate Planning Jobs in Monona

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United States
Posted On Aug 04, 26
Full-time 5 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills

JOB TITLE: Estate Planning Attorney JOB RESPONSIBILITIES:... Assist clients in designing estate plans that align with... client concerns, and explain planning options. - Draft timely... and accurate estate planning documents, including wills,... basic... legal advice on retirement planning, charitable giving strategies, and......

Posted On Sep 06, 26
Full-time 3 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 be... a wide 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 Jul 24, 26
Full-time 30 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate

Job Title: Estate Settlement & Estate Planning... Paralegal Job Responsibilities: - Support the estate planning and estate settlement... practices, focusing primarily on probate and and clients to manage estate matters efficiently from initial... deadlines effectively, ensuring all estate matters progress smoothly and......

Posted On Sep 01, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills

Job Title: Paralegal – Estate Planning, Probate & Trust... paralegal to join the Estate Planning team. This position... requires at least 5 years of experience, excellent client service and communication skills, high-level organization skills, and the ability to manage multiple...

Posted On Sep 09, 26
Full-time 6 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. - Assist individual and... protection and gift and estate tax issues. - Collaborate primarily... with attorneys within the Financial Services & Capital Markets business unit. - Maintain strong attention to detail and provide high-quality, personalized service. - Handle...

Posted On Jul 14, 26
Full-time 3 views Experience : Min 6 yrs required
Practice Area:
Corporate - Contract Law Corporate - Compliance Real Estate - General Real Estate - Purchase and Sale (Commercial) Employment Law - Management (Compliance & Counseling) Employment Law - General Intellectual Property - General Corporate - General
Job Tags:
contracts Employment Contracts Employment Law Insurance Intellectual Property licensing Software
Practice Area:
Corporate - Contract Law Corporate - Compliance Real Estate - General Real Estate - Purchase and Sale (Commercial) Employment Law - Management (Compliance & Counseling) Employment Law - General Intellectual Property - General Corporate - General
Job Tags:
contracts Employment Contracts Employment Law Insurance Intellectual Property licensing Software

supporting the growth and development of Archimedes. - Provide analysis and counsel to Archimedes on legal issues related to contracts, statutes and regulations, products, employment law, intellectual property, financial offerings, financial structuring, real estate transactions, and strategic planning.... - Wo...

Posted On Sep 11, 26
Full-time 25 views Experience : Min 4 yrs required
Practice Area:
Real Estate - General Real Estate- Commercial Transactions
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 - General Real Estate- Commercial Transactions
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 engage... tasks within the Real Estate Practice. The candidate is... management - Engaging in real estate development - Handling real estate... financing transactions - Managing real......

Posted On Sep 21, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
agreements commercial real estate corporate transactions developers due diligence finance Insurance landlords M&A Medicare purchase and sale agreements social security tenants Transportation
Practice Area:
Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
agreements commercial real estate corporate transactions developers due diligence finance Insurance landlords M&A Medicare purchase and sale agreements social security tenants Transportation

Job Title: Real Estate Attorney (5+ Years Experience) Job... Responsibilities: The Real Estate Attorney will join the... Real Estate Department and will be... variety of sophisticated real estate transactions. Key responsibilities include: -... Negotiating and drafting complex commercial leases for both landlords and...

Posted On Jul 02, 26
Full-time 7 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts

clients and assist them as necessary. - Print and organize estate planning portfolios. - Research legal... descriptions, draft deeds, and complete transfer tax returns. - Complete beneficiary designation forms for client insurance products, annuities, bank accounts, brokerage accounts, and retirement plans. - Draft c...

Posted On Sep 09, 26
Full-time 6 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

will engage in sophisticated estate planning and drafting, trust... and estate administration, estate and gift... tax, and charitable planning. The successful candidate will... be required to work with attorneys across various offices within the law firm's Financial Services & Capital...

Posted On Sep 05, 26
Full-time 138 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Senior Wealth Planning Attorney Job ID: 1698... Offices Practice Area: Real Estate Open Date: Tuesday, July... Friedrich LLP’s growing Wealth Planning Practice is looking to... add a Senior Wealth Planning attorney with at least... 10 years of experience to any...

Posted On Aug 20, 26
Full-time 2 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Work with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions and active...

Posted On Aug 20, 26
Full-time 3 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

with various critical duties aimed at providing comprehensive tax compliance and consulting services to high-net-worth clients. The responsibilities include managing tax and consulting engagements, identifying and addressing client needs, and exploring tax planning and consulting opportunities. The... role requires...

Posted On Sep 09, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Education - Districts, School Boards, Teachers Education - Higher Education Municipal Law Transactions - Land Use, Employment, etc. Municipal Law - Litigation - Defense Education - General
Job Tags:
Employment Law Estate Planning higher education Litigation spectrum trusts
Practice Area:
Education - Districts, School Boards, Teachers Education - Higher Education Municipal Law Transactions - Land Use, Employment, etc. Municipal Law - Litigation - Defense Education - General
Job Tags:
Employment Law Estate Planning higher education Litigation spectrum trusts

Title: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on school law, engaging with public schools, higher education institutions, municipalities, and private/non-profit entities. The role involves handling a broad spectrum of transactional and litigation matters. The responsibilities include: - Collaborating with...

Posted On Aug 26, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
developers Energy Insurance lease Medicare social security spectrum title Transportation
Practice Area:
Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
developers Energy Insurance lease Medicare social security spectrum title Transportation

Title: Oil & Gas Attorney (3-8+ Years Experience) Job Responsibilities: The Oil & Gas Attorney will specialize in examining the title to real property, focusing on oil and gas title examination. Responsibilities include: - Examining title records and determining ownership...

Posted On Aug 26, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking banking laws corporate governance finance Financial Institutions financial services regulatory Insurance Litigation M&A Medicare mergers Mergers and Acquisitions Privacy regulatory compliance Securities social security Transportation
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking banking laws corporate governance finance Financial Institutions financial services regulatory Insurance Litigation M&A Medicare mergers Mergers and Acquisitions Privacy regulatory compliance Securities social security Transportation

for advising banks and non-bank financial institutions on federal and state banking laws and regulations. Responsibilities include: - Counseling clients on regulatory compliance, consumer compliance, capital planning, governance, examinations, enforcement matters,... vendor management, payment systems, and risk management. - Assisting clients...

Posted On Sep 06, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
advertising Affirmative Action Business Law Energy entertainment equity finance FLSA Government government affairs Insurance Intellectual Property life sciences Litigation lobbying marketing Media renewals
Job Tags:
advertising Affirmative Action Business Law Energy entertainment equity finance FLSA Government government affairs Insurance Intellectual Property life sciences Litigation lobbying marketing Media renewals

for specific practice groups, including Finance, Real Estate, Environmental, Insurance, and Government... Solutions, as well as the lobbying team. - Develop and maintain customized pitches, proposals, RFP responses, presentations, and other client-facing marketing materials. - Conduct in-depth research on clients, markets, industries,...

Posted On Aug 25, 26
Full-time 3 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, including income, gift, estate, and gen...

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