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Trusts Jobs in Milwaukee

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United States
Posted On Aug 21, 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...

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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. -...

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Posted On Sep 09, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts

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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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

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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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...

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Posted On Jul 07, 26
Full-time 1 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,...

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Posted On Aug 27, 26
Full-time Experience : Max 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
fiduciary Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
fiduciary Software trusts

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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Posted On Aug 27, 26
Full-time 1 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...

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Posted On Sep 06, 26
Full-time 1 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...

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Posted On Aug 30, 26
Full-time 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....

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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...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Finance - Banking Trusts and Estates - General
Job Tags:
banking depositions estates finance Litigation
Practice Area:
Corporate - General Finance - Banking Trusts and Estates - General
Job Tags:
banking depositions estates finance Litigation

Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant at the law firm involves a variety of administrative and organizational tasks to support attorneys and ensure the efficient operation of the legal office. Key responsibilities include: - Legal & Administrative Support:...

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Posted On Sep 09, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

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Posted On Sep 09, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
employee benefits Estate Planning family LLC
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
employee benefits Estate Planning family LLC

law firm is seeking a Receptionist/Legal Secretary to join their team. This position is located in their Milwaukee office and involves assisting attorneys, paralegals, and administrative staff with estate planning and trust administration tasks. The ideal candidate will be proactive,...

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Posted On Sep 09, 26
Full-time 43 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...

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Posted On Aug 26, 26
Full-time 1 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

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...

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Posted On Jul 27, 26
Full-time 6 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

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 Aug 13, 26
Full-time 2 views
Practice Area:
Other
Practice Area:
Other

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 and trust administration, elder law, special needs planning, tax...

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