Estate Planning Attorney (Shorewood)

Estate Planning Attorney – Advanced Tax & Wealth Planning

Location:

Shorewood, WI Position Type:

Full-Time, Hybrid (Monday–Friday, 8:30 AM – 5:00 PM)

About Sage Legal Group, LLC Sage Legal Group, LLC is a Shorewood-based law firm focused on estate planning, estate administration, and elder law. We guide individuals, families, and business owners through complex legal and life transitions with empathy, clarity, and thoughtful, high-quality legal counsel. Our clients span a wide range of wealth levels. While many do not have taxable estates, we regularly design sophisticated plans for high-net-worth individuals and business owners that require deep knowledge of advanced tax planning, irrevocable trusts, asset protection, and Medicaid planning.

What Sets Us Apart We are not a traditional law firm. Sage Legal Group is built on compassion, collaboration, and a deeply client-centered approach that puts people first—our clients and our team. Our work often takes place at pivotal moments in our clients’ lives, and we believe excellent legal counsel requires both technical strength and genuine empathy. We are a growing, high-functioning firm with a strong internal culture, and we value attorneys who want their work to be meaningful and impactful.

About the Role: Estate Planning Attorney – Advanced Tax & Wealth Planning We are seeking an experienced estate planning attorney with

at least seven years of practice experience , including substantial work in

advanced tax and wealth planning for high-net-worth individuals, families, and closely held business owners .

This role is ideal for an attorney who: Enjoys sophisticated, customized planning Is intellectually curious and strategy-driven Can move seamlessly between foundational planning and highly complex structures Values long-term client relationships

You will design and implement planning for both: Clients below the estate tax threshold who need thoughtful, protective planning, and High-net-worth clients requiring advanced transfer tax, business succession, and legacy strategies.

A significant portion of our complex planning involves

irrevocable trusts for asset protection and Medicaid planning .

Key Responsibilities Design and implement sophisticated estate plans for high-net-worth clients and business owners Advise on advanced federal estate, gift, and GST tax planning strategies Structure and draft complex planning vehicles, including: Irrevocable trusts (grantor and non-grantor) Lifetime gifting strategies Business succession plans Develop and implement asset protection and Medicaid planning strategies Counsel clients on charitable planning and long-term legacy planning Collaborate with financial advisors, accountants, and other professional advisors to ensure coordinated planning Translate complex legal and tax concepts into clear, practical guidance Work closely with paralegals and support staff to deliver a high-touch client experience

What We’re Looking For Experience Minimum of 7 years of estate planning experience Demonstrated experience with advanced tax planning for high-net-worth clients Meaningful experience designing and drafting irrevocable trusts Technical Strength Strong working knowledge of federal estate, gift, and GST tax law Experience with wealth transfer strategies and business succession planning Familiarity with asset protection and/or Medicaid planning is strongly preferred If no prior experience, a willingness to learn this area from our founding attorney Client & Team Skills Exceptional ability to explain complex concepts in a clear, client-friendly way Confidence managing sophisticated matters independently Collaborative, low-ego, team-oriented mindset Drafting & Systems Excellent drafting and organizational skills Proficiency with Microsoft Office and practice management software (Clio experience is a plus)

Additional Information Hybrid work environment with required in-office presence Competitive compensation commensurate with experience Benefits package Quarterly profit-sharing opportunity A supportive, values-driven culture focused on quality over volume Meaningful opportunity for long-term professional growth and leadership