Trusts and Estates Attorney Job at Robert Half (Milwaukee)

Trusts and Estates Litigation Attorney

We are looking for a skilled and experienced Trusts and Estates Litigation Attor...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of litigation experience, with a focus on trusts and estates or probate litigation preferred
Proficient in estate planning, probate litigation, and civil litigation practices
Active member of the California State Bar in good standing
Strong legal research, drafting, and courtroom advocacy skills
Excellent communication and interpersonal abilities to collaborate effectively within a team
Demonstrated ability to handle sensitive client matters with empathy and professionalism
Solid understanding of estate law, probate administration, and tax considerations
Commitment to delivering exceptional client service and achieving favorable outcomes

Job Responsibility

Represent clients in trusts and estates litigation cases before probate and civil courts
Conduct thorough legal research and draft pleadings, motions, and other legal documents
Manage discovery processes, including depositions and negotiations, to build strong cases
Advise clients on probate and trust administration issues, offering strategic guidance tailored to their needs
Collaborate with colleagues across various practice areas to develop innovative legal solutions
Prepare and deliver compelling arguments in court to advocate for client interests
Maintain up-to-date knowledge of relevant laws and regulations affecting trusts and estates
Build and foster strong relationships with clients to understand their goals and provide empathetic support
Participate in continuing legal education and skill development to enhance expertise
Ensure compliance with firm policies and procedures while delivering high-quality legal services

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Trusts and Estates Associate Attorney

Beacon Hill Legal is partnering with a well-established, full-service law firm i...

Location

United States , Bloomington

Salary:

80000.00 - 110000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

JD from an accredited law school and admission to practice in Illinois
At least 2 years of transactional experience (3-5 preferred)
estate planning experience required
Additional experience in real estate or business transactions a plus
Strong academic background, attention to detail, and client-service orientation

Job Responsibility

Handle estate planning, including drafting wills, trusts, and related documents
Advise businesses and individuals on a range of transactional matters
Draft, review, and negotiate contracts and related documents
Assist in real estate or business-related transactions as needed
Work directly with clients and firm leadership on complex, high-impact legal issues
Build and maintain client relationships within Bloomington and the Central Illinois community

What we offer

Collegial, mentorship-driven environment
Collaborative, growth-oriented culture committed to long-term attorney success

Fulltime

Attorney specializing in Trusts and Estates

Robert Half Legal Permanent Placement is looking for an experienced Attorney spe...

Location

United States , Wellesley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active Massachusetts Bar license
At least 8 years of experience in trusts and estates law
Comprehensive understanding of estate, gift, and generation-skipping tax laws
Exceptional drafting and analytical skills for complex legal documents
Proven ability to manage intricate client relationships and deliver tailored solutions
Strong communication and interpersonal skills to collaborate effectively
Expertise in handling probate court proceedings and contested estate matters
Ability to stay updated on legal and regulatory changes impacting estate planning

Job Responsibility

Offer strategic advice to clients on estate planning, including wills, trusts, and charitable giving
Draft and review legal documents such as wills, trusts, and powers of attorney tailored to client needs
Guide fiduciaries through trust administration and probate processes while ensuring legal compliance
Analyze and address federal and state tax issues related to estate, gift, and generation-skipping transfers
Collaborate with financial advisors and accountants to develop holistic wealth management plans
Represent clients in probate court proceedings and resolve contested estate matters
Stay informed on evolving tax laws and estate planning regulations to provide updated legal strategies
Foster strong relationships with clients, ensuring their needs and expectations are met
Conduct thorough reviews of complex trust structures to ensure accuracy and effectiveness

What we offer

Great company culture
No billable requirement
Free parking
Significant quarterly and annual bonus opportunities
Access to top jobs, competitive compensation and benefits, and free online training

Trust and Estates Attorney

We are looking for a skilled Trust and Estates Attorney to join our team in Cher...

Location

United States , Cherry Hill

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor degree from an accredited law school
Valid bar license in New Jersey
At least 3 years of experience in estate planning and administration
Proficiency in preparing complex tax returns, including fiduciary and estate-related forms
Strong computer skills, including experience with document management systems and tax preparation software
Excellent client service abilities
Sound judgment and ability to work independently and collaboratively
Thorough understanding of estate law, tax regulations, and administrative procedures

Job Responsibility

Manage estate administration cases in Pennsylvania and New Jersey, overseeing all aspects from probate to conclusion
Facilitate the collection of assets and debts, ensuring accuracy and compliance throughout the process
Prepare and file federal and state death tax returns, fiduciary income tax returns, and related documentation
Draft fiduciary accountings, settlement agreements, and other legal documents essential to estate administration
Handle the preparation and submission of tax forms, including 706, PA Rev-1500, 1041, PA-41, and US Gift Tax Return Form 709
Provide expert legal counsel to clients on estate planning strategies and solutions
Collaborate with internal teams to deliver exceptional service and ensure timely case resolution
Stay updated on relevant laws and regulations to maintain compliance and deliver informed legal advice
Utilize legal software tools effectively to manage documents, spreadsheets, and case data
Maintain strong client relationships by delivering personalized and attentive service

What we offer

Competitive compensation and benefits package
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Company 401(k) plan (for contract/temporary professionals)
Free online training

Fulltime

Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice

We are seeking a highly experienced and discreet Of Counsel level Trusts & Estat...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation or Estate Planning strongly preferred
Active membership in a U.S. state bar (FL, NY, CA, TX, IL, or DC preferred)
Minimum eight years of experience in trusts and estates law, with a focus on UHNW clients
Mastery of federal estate, gift, and GST tax laws
familiarity with state-level nuances and fiduciary income taxation
Proven track record of handling planning and administration matters for clients with net worths exceeding $75M+
Exceptional drafting, analytical, and communication skills
Client service orientation and collaborative approach
Discretion, high emotional intelligence and ability to manage complex client relationships with diplomacy and tact

Job Responsibility

Advise on estate, gift, and generation-skipping transfer (GST) tax strategies
Design and implement advanced estate plans using tools such as: Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor Trusts (IDGTs), Beneficiary Defective Trusts (BDITs/BDOTs), Nongrantor Trusts, Charitable Lead/Charitable Remainder Trusts (CLTs/CRTs), Qualified Personal Residence Trusts (QPRTs), Private Foundations
Oversee trust and estate administration, including probate, fiduciary compliance, and post-mortem tax planning
Counsel on business succession planning, including transfer of closely held entities, buy-sell agreements, and recapitalizations
Coordinate with family offices, investment advisors, accountants, and fiduciaries to ensure seamless execution of wealth strategies

Sr. Trusts & Estates Attorney

A reputable and established firm specializing in Trusts and Estates is seeking a...

Location

United States , Seattle

Salary:

150000.00 - 200000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree
admission to practice in Washington State required
Minimum of 5 years of direct experience in estate planning, trusts, and probate matters
Strong communication, organizational, and project management skills

Job Responsibility

Advise clients on estate planning strategies, tax implications, and methods to minimize estate taxes
Draft and review estate planning documents, including wills, trusts, and powers of attorney
Research complex legal and tax issues and maintain professional communication with clients throughout the process

What we offer

robust health plan options (medical, dental, and vision)
hybrid work flexibility
free parking
paid time off
401(k) plan
competitive salaries
generous bonus structure
life and disability insurance (for contract/temporary professionals)

Fulltime

Trust And Estates Attorney

Our client, a high‑performing trust, estate, and tax law firm based in Walnut Cr...

Location

United States of America , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active license to practice law in California
Proficiency in discovery, law & motion, and deposition processes
2 years of relevant experience in trusts, estates, or tax law
Strong legal research and writing skills
Excellent organization, attention to detail, and work ethic
Sound professional judgment and integrity
Commitment to learning and professional development

Job Responsibility

Manage trust, estate, and probate litigation matters, including trust disputes, will contests, and fiduciary actions
Conduct legal research and draft pleadings, motions, and related court filings
Conduct hearings and participate in trial preparations
Draft and respond to discovery requests
Engage in law and motion practice
Represent clients in court appearances, mediations, and settlement negotiations
Advise clients throughout the lifecycle of a matter and communicate developments clearly and promptly
Collaborate with senior attorneys to develop effective legal strategies
Stay current on California trust, probate, and tax law
Participate in firm meetings and professional development activities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trusts & Estates Attorney

Our client, a successful law firm, is looking for a Trusts & Estates Attorney at...

Location

United States , Wellesley

Salary:

135000.00 - 155000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Active Massachusetts Bar license
At least 8 years of experience in trusts and estates law
Comprehensive understanding of estate, gift, and generation-skipping tax laws
Exceptional drafting and analytical skills for complex legal documents
Proven ability to manage intricate client relationships and deliver tailored solutions
Strong communication and interpersonal skills to collaborate effectively
Expertise in handling probate court proceedings and contested estate matters
Ability to stay updated on legal and regulatory changes impacting estate planning

Job Responsibility

Offer strategic advice to clients on estate planning, including wills, trusts, and charitable giving
Draft and review legal documents such as wills, trusts, and powers of attorney tailored to client needs
Guide fiduciaries through trust administration and probate processes while ensuring legal compliance
Analyze and address federal and state tax issues related to estate, gift, and generation-skipping transfers
Collaborate with financial advisors and accountants to develop holistic wealth management plans
Represent clients in probate court proceedings and resolve contested estate matters
Stay informed on evolving tax laws and estate planning regulations to provide updated legal strategies
Foster strong relationships with clients, ensuring their needs and expectations are met
Conduct thorough reviews of complex trust structures to ensure accuracy and effectiveness

What we offer

Great company culture
no billable requirement
free parking
Significant quarterly and annual bonus opportunities
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

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