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Wealth Transfer 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

Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...

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 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

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 clients to understand thei...

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

Job Title: Wealth Planning Attorney Job Responsibilities: - Collaborate... as well as top wealth management advisors, to create... and targeted consultation for high-net-worth and ultra-high-net-worth clients. Focus areas include estate planning, wealth transfer, business succession, tax... mitigation, and executive compensation strategies. - Asse...

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

Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...

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

planning and administration matters. Key responsibilities include: - Assisting with the drafting of estate planning and business succession documents for high-net-worth individuals and business owners. - Supporting income, gift, estate, and generation-skipping transfer tax planning analyses. - Contributing... to charitable planning and ta...

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

Prepare and/or review federal transfer tax returns, including estate,... gift, and generation-skipping transfer taxes, as well as... income tax returns for Trusts and Estates. - Provide advice and implement estate plans, including charitable planning, business succession planning, and income tax planning. -...

Posted On Sep 09, 26
Full-time 2 views 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,...

Posted On Aug 23, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

PWM Wealth Strategist Job Responsibilities The PWM Wealth... Strategist is tasked with... collaborating with Private Wealth Advisors to cultivate and... million, within the Private Wealth Management sector. The strategist... discovery and works alongside wealth management specialists to enhance... and expand relationships with...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... Responsibilities: As a Manager in Private Tax at the company, you will play a crucial role in providing sophisticated personal and private tax advice and compliance support to high-net-worth individuals, business owners,...

Posted On Sep 22, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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