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Trust & Estate Planning Associate (non-IT)

Madison, Milwaukee
Qualified candidates should have solid estate plan drafting, estate and trust administration, estate and
gift tax planning, and business succession planning experience. Specifically, candidates should have
some experience drafting complex estate plan and business succession planning documents for high net
worth individuals, drafting complex charitable giving documents, counseling clients on income, gift,
estate, and generation-skipping tax planning, assisting with probate proceedings for taxable and non-
taxable estates, processing Federal gift and estate tax returns, and tax-exempt organization planning.
The ideal candidate will have strong document drafting, communication, and interpersonal skills,
coupled with a positive attitude and an exceptional work ethic. We are seeking a well-rounded,
dynamic, highly motivated associate, who has a strong desire to contribute to a team. Top academics
and experience required.

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