What are the responsibilities and job description for the Trust & Estate Planning Associate Attorney - Madison position at Impact Solutions Inc?
Trust & Estate Planning Associate Attorney
Location: Madison, WI
Our client, a prestigious AmLaw 50 law firm, is seeking a talented and highly motivated Trust & Estate Planning Associate Attorney to join its Estate Planning Practice Group in Madison. This is a unique opportunity for an attorney with a strong background in sophisticated estate planning, trust administration, and wealth management to work with high-net-worth individuals, businesses, and charitable organizations.
Candidate Profile:
- JD from an ABA-approved law school with a strong academic record.
- Active Bar Admission in Wisconsin. Timely admission to the Wisconsin Bar will be a condition of employment.
- 1–4 years of substantive experience in estate planning, trust and estate administration, and tax planning.
- Exposure to drafting complex estate planning and business succession documents for high-net-worth individuals.
- Familiarity with gift, estate, and generation-skipping tax planning strategies.
- Experience assisting with probate proceedings for both taxable and non-taxable estates.
- Exposure to processing Federal gift and estate tax returns.
- Background in charitable giving structures and tax-exempt organization planning.
- Exceptional legal writing, analytical, and interpersonal skills, with a strong work ethic and attention to detail.
Key Responsibilities:
- Advise clients on sophisticated estate planning and wealth preservation strategies.
- Draft wills, trusts, business succession planning documents, and charitable giving instruments.
- Provide counsel on estate, gift, and generation-skipping transfer tax matters.
- Assist with estate and trust administration, including probate proceedings and tax compliance.
- Collaborate with a team of experienced attorneys to develop innovative estate planning solutions for clients.
Why Join Us?
This position offers attorneys the opportunity to develop their expertise in a highly-respected estate planning practice while working alongside seasoned professionals. The firm fosters a collaborative and supportive work environment where attorneys are encouraged to take on meaningful responsibilities, build strong client relationships, and grow within the firm.
The firm offers competitive compensation, commensurate with experience, and a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) retirement plans, paid time off, and additional perks. This is an excellent opportunity for an attorney seeking long-term professional growth in the estate planning field.
Application Requirements:
Interested candidates should submit a resume and law school transcript.
