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Fiduciary Jobs in Waukesha

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United States
Posted On Sep 05, 26
Full-time 109 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

Wealth Planning Attorney Job ID: 1698 Position: Attorney Location: Multiple 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...

Posted On Sep 09, 26
Full-time 19 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Partnership trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Partnership trusts

& Estates Attorney Job Title Trusts & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will be part of the Trusts and Estates team at the law firm. The attorney will be responsible for drafting sophisticated estate plans for both taxable and non-taxable...

Posted On Sep 05, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: The Tax Attorney for Nonprofit and Tax-Exempt Organizations at the law firm is responsible for providing expert legal advice and support to nonprofit and tax-exempt clients. The primary duties of this role...

Posted On Jul 08, 26
Full-time 5 views Experience : 12-12 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
acquisitions Affirmative Action agreements antitrust Commercial Law contracts corporate governance Corporate Law Cybersecurity data privacy Energy fiduciary finance fraud Government indemnity Insurance IP licensing Litigation mergers
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
acquisitions Affirmative Action agreements antitrust Commercial Law contracts corporate governance Corporate Law Cybersecurity data privacy Energy fiduciary finance fraud Government indemnity Insurance IP licensing Litigation mergers

and support to the fiduciary aspects of the company's... operations in the United States. The responsibilities include: - Legal & Fiduciary Oversight: Leading end-to-end accountability... for Legal & Integrity fiduciary duties, corporate governance, and... compliance for all . legal entities, including...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Traditional Labor Law (Unions) Employment Law - General
Job Tags:
acquisitions Affirmative Action agreements Code of Conduct contracts corporate governance due diligence EEOC ERISA fiduciary indemnity Insurance Labor and Employment Labor Law Labor Relations Litigation M&A mergers NLRB Restrictive Covenants RICO Severance trade secrets
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Traditional Labor Law (Unions) Employment Law - General
Job Tags:
acquisitions Affirmative Action agreements Code of Conduct contracts corporate governance due diligence EEOC ERISA fiduciary indemnity Insurance Labor and Employment Labor Law Labor Relations Litigation M&A mergers NLRB Restrictive Covenants RICO Severance trade secrets

Title: Senior Labor & Employment Counsel, USA Job Responsibilities: As the Senior Labor & Employment Counsel for the USA, the candidate will be responsible for influencing the design and implementation of Labor and Employment strategies to ensure the company operates within a...

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

The role entails significant 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 a solid work ethic, str...

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 law firm is entrusted with delivering client-focused legal services in estate planning. The responsibilities include: - Assisting clients in designing estate plans that align with their goals and budgets. - Conducting client meetings...

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 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

Title: Legal Assistant Job Responsibilities: - Warmly greet clients and visitors, obtain their names, provide seating and refreshments, and notify the appropriate attorney or Navigator of their arrival. - Prepare, print, assemble, scan, and maintain legal documents and client files. - Witness and notarize...

Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

Posted On Aug 24, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate

Title: Paralegal Job Responsibilities: - Manage and handle estate planning and probate matters. - Prepare, draft, and file legal documents. - Exhibit strong communication skills and be a self-starter. - Maintain attention to detail and organization in all tasks. - Collaborate as a team player, eager...

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

Wanted at **Members Only,** **Members Only,** is a 60-year-old law firm located in Menomonee Falls, WI serving Milwaukee and the surrounding communities. We are a Christian based organization that values our team and strives to serve our clients and the community....

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

and Estates Attorney Job Category: Attorney Requisition Number: TRUST001246 Posting Details - Posted: April 7, 2026 - Full-Time - Hybrid Job Details Description The law firm is seeking a trusts and estates attorney to join their team in either the Milwaukee...

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

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 Limited...

Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

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

planning, trust administration, and fiduciary litigation. The role requires... the candidate to manage 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...

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

Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will support a broad range of estate planning and administration matters. Key responsibilities include: - Assisting with the drafting of estate planning and business succession documents for high-net-worth individuals...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management estate tax estates fiduciary Financial Institutions gift tax Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management estate tax estates fiduciary Financial Institutions gift tax Probate Software

Title: Paralegal Job Responsibilities: - Probate Administration: Responsible for managing all aspects of opening and closing probate proceedings. This includes preparing and filing court petitions, inventories, accountings, and other related documents. - Trust Administration: Assist in the administration of trusts following a death,...

Posted On Aug 10, 26
Full-time 77 views Experience : 3-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning General Practice - Transactional & Litigation Guardianship and Conservatorship Probate Trusts and Estates - General
Practice Area:
Elder Law Estate & Tax Planning General Practice - Transactional & Litigation Guardianship and Conservatorship Probate Trusts and Estates - General

Falls office of a **Members Only.** Top Ranked Law Firm seeks an attorney preferably with 5+ years of experience in transactional, probate, and guardianship law. The candidate will meet with clients in the office or virtually to discuss their...

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