Description:
The Position:A Full-Service Law Firm's growing Wealth Planning Practice (https://www.michaelbest.com/Practices/Wealth-Planning) 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 a business advisor to clients, guiding them in a full range of legal matters throughout their life cycle.
The ideal candidate will have experience creating and implementing estate plans, the administration of trusts and estates, including experience with preparation and/or review of gift tax returns and estate tax returns, creating marital property agreements, and transfer tax planning, including the use of lifetime irrevocable trusts.
The attorney will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws.
The Company:
We are A Full-Service Law Firm. We are a full-service law firm with more than 350 lawyers and technical professionals who work in collaborative, interdisciplinary practices to serve clients around the world. We work with companies in all kinds of industries, as well as trade associations, nonprofits, educational institutions, governments, family trusts, and high-net-worth individuals. Since our firm's founding in 1848, we've continuously evolved to meet our clients' changing needs and expectations. One thing remains the same: For generations, clients have relied on A Full-Service Law Firm for exceptional legal service and business acumen.
The Location:
We have offices in Wisconsin (Milwaukee, Madison, Manitowoc, Waukesha); Illinois (Chicago); Utah (Cottonwood Heights, Salt Lake City); Colorado (Denver, Broomfield); Texas (Austin); and North Carolina (Charlotte, Raleigh, Wilmington); and Washington D.C. Our contemporary offices spaces are ideal for concentration and collaboration supporting our culture of working together to make great things happen for our Clients. This position can be in any of our Wisconsin offices.
Job Requirements:
Bring Your Best
Knowledge Base & Education:
- J.D. from an ABA accredited law school
- Excellent academic credentials
- 10 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning
- Wisconsin license preferred or willing to become licensed in Wisconsin.
- Ability to learn and embrace new skills and best practices as the position evolves and Firm needs change
- Ability to work well under pressure and meet tight deadlines
- Ability to work well independently as well as effectively within a team
Ability to develop relationships and foster teamwork at all levels of the Firm
Communication:
- Excellent interpersonal skills and ability to work effectively with a diverse group of internal and external clients, attorneys, and staff
- Excellent oral and written communication skills
- Ability to manage confidential information and sensitive situations with tact and discretion
- Ability and confidence to identify and analyze issues, make decisions, and initiate actions/solutions
- Agility to respond to unexpected challenges, including proactively developing innovative solutions to complex problems while maintaining a professional demeanor
Ability to maintain composure and demonstrate good judgment
Other:
Valid authorization to work in the U.S.
