Trust & Estate Planning Associate Attorney - Madison
Salary:$225,000 - $310,000 per year
Location:Madison, WI
Posted:November 17 2025
Minimum Degree:
Relocation Assistance:Available
Trust & Estate Planning Associate Attorney
Locations: Madison, WI | Milwaukee, WI | Chicago, IL
Our client, a prestigiousAmLaw 50law firm, is seeking a talented and highly motivatedTrust & Estate Planning Associate Attorneyto join itsEstate Planning Practice GroupinMadison,Milwaukee, orChicago. This is a unique opportunity for an attorney with a strong background in sophisticated estate planning, trust administration, and wealth management to work with high-net-worth individuals, businesses, and charitable organizations.
Candidate Profile:
- JD from an ABA-approved law school with a strong academic record.
- Active Bar Admission in the relevant jurisdiction. Timely bar admission will be a condition of employment.
- 1–4 yearsof substantive experience inestate planning,
- trust and estate administration , and
- tax planning .
- Exposure to drafting
- complex estate planning and
- business succession documents for high-net-worth individuals .
- Familiarity withgift,
- estate , and
- generation-skipping tax planning strategies .
- Experience assisting withprobate proceedingsfor both
- taxable and
- non-taxable estates .
- Exposure to processingFederal gift and estate tax returns.
- Background in
- charitable giving structures and
- tax-exempt organization planning .
- Exceptional legal writing, analytical, and interpersonal skills, with a strong work ethic and attention to detail.
Key Responsibilities:
- Advise clients on sophisticated
- estate planning and
- wealth preservation strategies .
- Draftwills,
- trusts ,
- business succession planning documents , and
- charitable giving instruments .
- Provide counsel onestate,
- gift , and
- generation-skipping transfer tax matters .
- Assist with
- estate and
- trust administration , including probate proceedings and tax compliance.
- Collaborate with a team of experienced attorneys to develop innovative estate planning solutions for clients.
Why Join Us?
This is astandout opportunityto join a highly-regarded estate planning practice at a prestigious national law firm. The team values collaboration, professional growth, and creative problem-solving—and provides the platform, mentorship, and client exposure necessary toaccelerate your career.
Compensation & Benefits:
Application Requirements:
Interested candidates should submit aresume,cover letter, andlaw school transcript.
Our client is an
#LI-DNP
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Freqently Asked Questions
Poynette, WI, offers a niche but growing demand for trust and estate planning attorneys, with fewer local candidates leading to strong opportunities. However, proximity to Madison and Milwaukee increases competition slightly, as many candidates consider these hubs for broader legal career options.
Active Wisconsin bar admission is essential for practicing trust and estate planning law locally. Familiarity with state-specific probate laws and tax regulations enhances employability, especially when working with high-net-worth clients in Madison and surrounding areas.
Expertise in complex estate planning, gift and generation-skipping transfer tax strategies, plus strong drafting abilities for wills and trusts, sets standout attorneys apart. Additionally, proficiency with tax compliance and probate proceedings enhances client trust and practice versatility.
Associates can advance toward partnership tracks by demonstrating mastery in sophisticated estate and wealth management strategies, contributing to high-profile client cases, and developing innovative planning solutions, especially within prestigious AmLaw 50 firms.
Yes, this role specializes in estate planning, probate, and tax-related legal matters, contrasting with general associate attorneys who may focus on litigation or corporate law. Deep knowledge of trusts, estate tax laws, and charitable giving instruments is crucial here.
Affinity Search emphasizes candidates with strong academic records from ABA-approved schools and relevant bar admissions, focusing on estate planning expertise and the capacity to work with affluent clients. The firm's approach favors collaboration and mentorship to accelerate legal careers.
Affinity Search provides relocation assistance, competitive salaries up to $310,000, and exposure to complex estate administration cases. The firm encourages innovative solutions and professional development, fostering a dynamic environment for legal associates.
Salaries generally range from $225,000 to $310,000 annually in Madison, reflecting the high demand for skilled estate planning attorneys who manage complex wealth preservation and succession planning for affluent clients.
While Poynette offers a quieter market with potentially less competition, Milwaukee and Chicago provide larger client bases and more complex cases, often accompanied by higher salaries but also greater competition among estate planning lawyers.
Yes, tax planning including gift and estate tax, plus probate proceedings for both taxable and non-taxable estates, are core responsibilities. Attorneys in this role regularly advise clients on these intricate areas to ensure compliance and optimal wealth transfer.
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