Trusts And Estates General Jobs in Racine

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United States
Full-time Experience : Min 3 yrs required

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....

Full-time 69 views Experience : Min 7 yrs required

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...

Full-time 20 views Experience : Min 5 yrs required

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. -...

Full-time 1 views Experience : 1-4 yrs required

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...

Full-time 14 views Experience : Min 7 yrs required

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...

Full-time 7 views Experience : 4-8 yrs required

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...

Full-time 1 views Experience : 2-5 yrs required

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...

Full-time 43 views Experience : Min 8 yrs required

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...

Full-time 1 views Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

Full-time Experience : 3-5 yrs required

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...

Full-time Experience : Max 3 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research across case law, statutes, and regulations, and synthesize it into practical, usable recommendations. - Draft and revise briefs, memoranda, motions, and client documents, primarily in business law, probate, and litigation matters. - Support senior attorneys...

Full-time Experience : Min 2 yrs required

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...

Full-time 2 views Experience : 2-4 yrs required

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 Jun 23, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Transcribing correspondence, legal documents, and court pleadings. - Preparing and drafting real estate documents, probate documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank...

Posted On Jun 23, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Transcribing correspondence, legal documents, and court pleadings. - Preparing and drafting real estate documents, probate documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank...

Posted On Jul 07, 26
Full-time 1 views Experience : 2-3 yrs required

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 Aug 17, 26
Full-time 2 views

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 Aug 17, 26
Full-time 4 views

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...

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