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Trusts And Estates General Jobs in Fox Point

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United States
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

Associate Job Responsibilities: - Draft wills, trusts, and other estate planning... income tax returns for Trusts and Estates. - Provide advice... and implement estate plans, including charitable planning, business succession planning, and income tax planning. - Assist with the administration of estates and trusts....

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

SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity... Trusts), IDGTs (Intentionally Defective Grantor... Trusts), CLTs (Charitable Lead Trusts),... FLPs (Family Limited Partnerships),... other complex planning techniques. - Draft wills, trusts, powers of attorney, and... related documents specifically tailored to high...

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

Trusts & Estates Attorney Job Title Trusts... & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will... a part of the Trusts and Estates team at... estates. - Administering estates and trusts post-death. - Providing exceptional client... service in partnership with a team of professionals. -...

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 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

Trusts and Estates Attorney Job Category:... firm is seeking a trusts and estates attorney 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...

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

Title: Private Wealth Associate Job Responsibilities: - Engage in sophisticated estate planning and drafting, ensuring comprehensive and effective legal documentation. - Manage trust and estate administration, overseeing the execution of clients' estate plans and ensuring compliance with legal standards. - Handle estate and gift...

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

Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... be expected to engage in a variety of tasks associated with estate planning, trust administration, and fiduciary litigation. The role requires the candidate to manage and resolve issues...

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

Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with a team of professionals, including attorneys, CFPs, and CPAs, as 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...

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

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans for individual and business clients. - Assist clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial...

Posted On Sep 22, 26
Full-time Experience : 5-10 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates trusts
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates trusts

Title: Associate Attorney Job Responsibilities: - Independently manage a caseload in one or more core practice areas, ensuring that all legal services provided are skilled, responsive, and client-focused. - Engage actively in business development and client relationship building to support the firm's growth...

Posted On Aug 25, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Finance - Structured Finance Finance - General Finance - Banking Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements brokers Capital Markets commercial real estate construction corporate governance developers Employee Compensation Energy equity finance financing documents Insurance intercreditor agreements Joint Ventures lending licensing mergers mezzanine financing partnerships real estate finance securitization structured finance title
Practice Area:
Finance - Structured Finance Finance - General Finance - Banking Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements brokers Capital Markets commercial real estate construction corporate governance developers Employee Compensation Energy equity finance financing documents Insurance intercreditor agreements Joint Ventures lending licensing mergers mezzanine financing partnerships real estate finance securitization structured finance title

Title: Legal Counsel Job Responsibilities: Transactional Support - Review, negotiate, and manage commercial real estate financing documents. - Support the structuring and closing of C-PACE transactions nationwide. - Review loan documents, intercreditor agreements, subordination agreements, guaranties, and related transaction documents. - Assist with construction financing, draw...

Posted On Sep 14, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Criminal Law - Defense Family Law - General Probate
Job Tags:
civil litigation criminal Criminal Defense Estate Planning family Family Law Guardianship health insurance Immigration Insurance Probate Software
Practice Area:
Criminal Law - Defense Family Law - General Probate
Job Tags:
civil litigation criminal Criminal Defense Estate Planning family Family Law Guardianship health insurance Immigration Insurance Probate Software

Title Attorney Job Responsibilities The attorney will be responsible for handling cases in various areas of law, including but not limited to: - Family Law - Civil Litigation - Probate and Guardianship The candidate must have trial experience and will need to appear in court as required....

Posted On Aug 05, 26
Full-time 3 views Experience : 2-4 yrs required
Practice Area:
Corporate - Contract Law Corporate - Private Equity Corporate - M&A Corporate - Technology Transactions Corporate - General Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - General
Job Tags:
acquisitions agreements artificial intelligence asset management Commercial Contracts construction contracts finance Government marketing
Practice Area:
Corporate - Contract Law Corporate - Private Equity Corporate - M&A Corporate - Technology Transactions Corporate - General Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - General
Job Tags:
acquisitions agreements artificial intelligence asset management Commercial Contracts construction contracts finance Government marketing

Title: Corporate Counsel Job Responsibilities: - Draft, review, negotiate, and interpret a variety of commercial contracts, including supply and purchase agreements, service agreements, technology agreements, and distribution contracts across all departments. - Provide proactive and practical legal guidance to internal stakeholders in procurement,...

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

managing CRM entries, and general support. - Assist with pre-acceptance... and onboarding of new trust company clients, working closely with financial advisors and their staff to ensure they understand trust company processes for a smooth experience. - Aid in creating marketing and...

Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

closely held businesses, estates, trusts, and private foundations. -... challenges. - Complete tax planning and research. - Prepare federal and state & local tax returns. - Develop a general understanding of reporting requirements... for different entity structures and the compl...

Posted On Sep 18, 26
Full-time 5 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

closely held businesses, estates, trusts, and private foundations. -... needs and challenges. - Completing tax planning and research. - Preparing federal and state & local tax returns. - Developing a general understanding of reporting requirements... for different entity structures a...

Posted On Sep 30, 26
Full-time 121 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 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

Job Title: Trusts and Estates Attorney Job Responsibilities: The... Trusts and Estates Attorney will... 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 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

Title: Lawyer Job Responsibilities: - Provide legal expertise in civil litigation, business 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...

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