Amundsen Davis, LLC · 1 day ago
Trusts and Estates Attorney
Milwaukee, WI
Full-time
Onsite
Senior Level
7+ years expAmundsen Davis LLC is a fast-growing full-service business law firm based in Chicago, seeking a trusts and estates attorney with a strong background in estate planning for high-net-worth individuals. The role involves customizing sophisticated estate plans and may include working on fiduciary income tax returns.
AdviceConsultingLegalProfessional Services
Responsibilities
Candidate must be licensed in Wisconsin and have seven or more years of experience customizing sophisticated estate plans for clients; emphasis on planning for high-net-worth individuals and experience with fiduciary income tax returns preferred
A tax background or a desire to work on taxable estates is a plus
A solid work ethic, ability to work well on a team, and strong writing skills are also required
Qualification
Required
Licensed in Wisconsin
Seven or more years of experience customizing sophisticated estate plans for clients
Emphasis on planning for high-net-worth individuals
Ability to work well on a team
Strong writing skills
Solid work ethic
Preferred
Experience with fiduciary income tax returns
A tax background or a desire to work on taxable estates
Company
Amundsen Davis, LLC
Amundsen Davis is a law firm comprised of over 250 attorneys headquartered in Chicago.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
E
Erika Stamper
Partner and Insurance Coverage Attorney
Larry Schechtman
Founding member and Managing Partner
Recent News
2024-11-27
2022-10-13
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