Trusts Jobs in Fox Point

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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...

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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. -...

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Posted On Sep 09, 26
Full-time 2 views Experience : 3-5 yrs required

firm is seeking an experienced Trust & Estate Paralegal to join our team. As a key member, you will assist attorneys, other paralegals, and administrative staff in estate planning and trust administration. We value proactive individuals who can work independently,...

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Full-time 118 views Experience : Min 10 yrs required

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...

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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...

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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...

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

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,...

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Posted On Aug 27, 26
Full-time 1 views Experience : Max 2 yrs required

the law firm. The main duties include: - Assisting with the administration of various types of irrevocable trusts as assigned. - Preparing trust... accountings using department-specific software, with training provided. - Assisting with intake and compliance procedures for new trusts. - Maintaining department-specific tr...

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Full-time 2 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...

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Full-time 2 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...

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Full-time 2 views 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....

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 3 yrs required

includes preparing and filing court petitions, inventories, accountings, and other related documents. - Trust Administration: Assist in the administration of trusts following a death, which... involves trust funding, asset valuation, and distributing assets to beneficiaries. - Asset Management: Tasked with marshalling assets,...

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Full-time Experience : 5-10 yrs required

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...

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Posted On Aug 18, 26
Full-time 6 views Experience : 3-20 yrs required

law firm seeks a Trusts and Estates Attorney for... clients on complex wealth transfer clients on sophisticated wealth transfer with clients to develop estate and review legal documents related to trusts and legal guidance... on ta...

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Posted On Sep 21, 26
Full-time 5 views

Firm | Mentorship & Training | Real Career Growth Join a trusted, full-service estate planning firm built for attorneys who want to plant roots and build something lasting. **Members Only.** is a well-established Milwaukee firm serving clients across estate planning, probate...

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