What are the responsibilities and job description for the Trust & Estate Planning Associate Attorney - Madison position at Pernini Legal, LLC?
Trust & Estate Planning Associate AttorneyLocation : Madison, WIOur 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 (link removed) 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 (link removed) Timely admission to the Wisconsin Bar will be a condition of employment.14 years of substantive experience in estate planning , trust and estate administration , and tax planning (link removed)>
Exposure to drafting complex estate planning and business succession documents for high-net-worth individuals (link removed)>
Familiarity with gift , estate , and generation-skipping tax planning strategies (link removed)>
Experience assisting with probate proceedings for both taxable and non-taxable estates (link removed)>
Exposure to processing Federal gift and estate tax returns (link removed)>
Background in charitable giving structures and tax-exempt organization planning (link removed)>
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 (link removed)>
Draft wills , trusts , business succession planning documents , and charitable giving instruments (link removed)>
Provide counsel on estate , gift , and generation-skipping transfer tax matters (link removed)>
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 (link removed)>
