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Trust and Estate Planning Associate
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-08-22
Listing for:
BCG Attorney Search
Full Time
position Listed on 2026-08-22
Job specializations:
-
Law/Legal
Tax Law, Real Estate Attorney
Job Description & How to Apply Below
Job Overview
A law firm seeks a Trust and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Madison, Wisconsin. The associate will engage in a variety of estate planning and administration tasks, supporting high-net-worth individuals and business owners.
Duties- Draft estate planning and business succession documents.
- Support tax planning analyses for income, gift, estate, and generation‑skipping transfers.
- Contribute to charitable planning and tax‑exempt organization matters.
- Participate in estate and trust administration, including probate proceedings.
- Assist in preparing and reviewing federal estate and gift tax filings.
- Strong drafting, analytical, and communication skills.
- Detail‑oriented with the ability to manage multiple matters effectively.
- Foundational understanding of estate planning, trust and estate administration, and related tax concepts.
- Interest in developing a long‑term practice in estate planning.
JD from an ABA‑accredited law school.
CertificationsActive member in good standing of the Bar where admitted to practice. Timely admission to the Wisconsin Bar required.
SkillsStrong academic credentials.
Benefits- Medical, Dental, and Vision insurance.
- 401(k) Retirement plan.
- Disability and Life insurance.
- Adoption Assistance.
- Backup Care for Dependents.
Position Requirements
10+ Years
work experience
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