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Estate Planning Attorney
Estate Planning AttorneyAmundsen Davis, LLC • Milwaukee, WI, US
Estate Planning Attorney

Estate Planning Attorney

Amundsen Davis, LLC • Milwaukee, WI, US
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Trusts and Estates Attorney

Amundsen Davis LLC is seeking a Trusts and Estates Attorney to work in the firm's Milwaukee or Brookfield, WI office.

Responsibilities

Prepare sophisticated estate plans for high-net-worth individuals, including planning for fiduciary income tax returns. Draft and file related documents and work closely with clients, attorneys, and tax professionals to customize plans.

Qualifications

  • Licensed in Wisconsin.
  • Seven or more years of experience customizing sophisticated estate plans for clients.
  • Strong writing skills, solid work ethic, and ability to work well on a team.
  • Experience with fiduciary income tax returns preferred; a tax background or desire to work on taxable estates is a plus.

Application Instructions

Please submit a resume, cover letter, law school transcript, and two writing samples. This position is not open to recruiters.

Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)
  • Disability insurance
  • Greater Milwaukee benefits
  • Equal Opportunity Employer

    Amundsen Davis is an Equal Opportunity Employer. We support and encourage workforce diversity. We do not discriminate because of an individual's race, color, religion, gender, national origin, sexual orientation, gender identity or expression, ancestry, citizenship, creed, marital status, veteran status, age, family caregiving responsibilities, genetic profile or predisposition, pregnancy, or disability with respect to hiring, promotion, firing, compensation, or other terms, conditions, or privileges of employment.

    AI Policy

    Amundsen Davis does not utilize any Artificial Intelligence (AI) in its applicant selection or hiring process. Amundsen Davis recognizes the supportive benefits that AI may bring to the practice of law, but we expect it to be just that – supportive of original human thoughts, arguments, and ideas. During the hiring process, it is particularly important for us to see your writing and other communication skills without the aid of AI. Accordingly, Amundsen Davis requires all applicants to fully disclose their use of AI to generate or otherwise supplement any content in communications (i.e., cover letters and emails) with the firm, and other submissions (e.g., resume, writing samples, etc.) to the firm. Other than spellcheck and autofill functions – there is no de minimis exception to this policy. Failure to disclose your use of AI during the hiring process may result in denial of employment, revocation of an employment offer, or termination of employment (if hired).

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    Estate Planning Attorney • Milwaukee, WI, US

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