von Briesen & Roper, s.c. · 7 hours ago
Business and Trust & Estates Attorney
Madison, WI
Full-time
Onsite
Senior Level
5+ years expvon Briesen & Roper, s.c. is seeking an experienced Attorney to join their Trust & Estates and Corporate teams in Madison. The role involves assisting individuals, families, and businesses with estate planning, wealth transfer, and general business matters, including trust and estate administration and tax planning.
ConsultingLegal
Responsibilities
Provide advice on trust and estate planning, probate and trust administration, and related tax matters
Conduct client meetings and explain estate planning and tax planning concepts with clarity and confidence
Draft and implement foundational and advanced estate planning documents
Handle trust and estate administrations from start to finish, including court documents, inventories, accountings, beneficiary communications, and tax reporting
Advise clients on business formation, governance, and restructuring
Draft and negotiate operating agreements, shareholder agreements, buy-sell agreements, and other corporate documents
Qualification
Required
At least five years of experience drafting and implementing estate plans
Handling trust and estate administrations
Working on general business matters including entity formation, purchase and sales, buy-sell agreements and real estate transactions
Strong writing, oral communication and analytical skills
Passion for client service
Willingness to collaborate with a team and work with internal and external clients, attorneys, and staff
Preferred
A portable book of business is welcome but not required
Benefits
Competitive compensation and benefits package
Company
von Briesen & Roper, s.c.
von Briesen & Roper is a legal services company that offers risk management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Lucas
Executive Assistant to Chief Executive Officer
David Roettgers
Partner
Recent News
Chicago Business Journal
2024-01-19
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