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Estate Tax 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 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... involvement with fiduciary income tax returns, and a tax... background or a desire... to work on taxable estates is considered advantageous. The attorney will work as part of a team, requiring...

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 Sep 03, 26
Full-time 1 views Experience : 7-10 yrs required
Practice Area:
Real Estate - General
Job Tags:
agreements contracts due diligence landlords Litigation Mediation Real Estate Law tenants title zoning laws
Practice Area:
Real Estate - General
Job Tags:
agreements contracts due diligence landlords Litigation Mediation Real Estate Law tenants title zoning laws

Title Attorney – Real Estate Job Responsibilities - Provide... to clients regarding real estate transactions, including purchase agreements,... contracts related to real estate transactions to ensure compliance... due diligence on real estate transactions, including title searches,... property inspections, and verific...

Posted On Sep 09, 26
Full-time 19 views Experience : Min 6 yrs required
Practice Area:
Real Estate - Tax Litigation - Real Estate - Defense Tax - Controversy and Dispute Resolution
Job Tags:
appeals Litigation real estate litigation
Practice Area:
Real Estate - Tax Litigation - Real Estate - Defense Tax - Controversy and Dispute Resolution
Job Tags:
appeals Litigation real estate litigation

Property Tax Attorney Job Description Law firm is... growing and nationally-recognized Property Tax team within the Real... Estate section. The Attorney will... litigation work involving property tax assessments. Job Responsibilities - Reviewing property... tax assessments. - Preparing and filing... appeals of real property tax assessments. - Working with appraisers......

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

well as top wealth management advisors, to create 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 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... not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family...

Posted On Sep 05, 26
Full-time 118 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

Offices Practice Area: Real Estate Open Date: Tuesday, July... 25, 2023 Job Function: Legal Job Description: The Position **Members Only.**’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at...

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 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 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 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......

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... as well as income tax returns for Trusts and... Provide advice and implement estate plans, including charitable planning,... tax...

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,... strategic advice to minimize tax liabilities for clients. - Develop......

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 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 Aug 31, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

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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