Wealth Preservation Associate Attorney / Mid-Level

Location: Dallas, TX

Our client, a prominent AmLaw 200 firm, is seeking a talented Associate Attorney to join their Wealth Preservation Practice Group in Dallas. This is a compelling opportunity to work closely with a seasoned team of attorneys advising high-net-worth individuals and families on complex estate and tax planning matters.

Candidate Profile:

• JD from a top-tier law school with a strong academic record.

• Active Bar Admission in Texas.

• 3–5 years of substantive experience in estate and wealth planning.

• AmLaw 200 experience required. Familiarity with the pace and expectations of a sophisticated law firm environment is necessary.

• Experience advising high-net-worth individuals and families on estate planning, probate, and trust administration, with a deep understanding of estate tax, gift tax, and generation-skipping transfer tax.

• Demonstrated ability to prepare complex estate planning documents, including wills, revocable trusts, powers of attorney, and lifetime irrevocable trusts.

• Proficient in drafting and reviewing gift and estate tax returns.

• Strong legal writing, analytical, and communication skills.

Key Responsibilities:

• Advise clients on sophisticated estate and business planning strategies, including wealth transfer, charitable planning, and trust administration.

• Draft estate planning documents tailored to the unique goals of high-net-worth clients, including multigenerational planning structures.

• Manage the preparation and filing of federal gift and estate tax returns.

• Collaborate with fiduciaries, financial advisors, and accountants to implement estate planning strategies and ensure tax compliance.

• Assist in the administration of estates and trusts, including probate proceedings and ongoing fiduciary duties.

Why Join Us?

This opportunity places you at the heart of a respected Wealth Preservation practice, where you’ll work closely with experienced attorneys in a team-oriented, client-focused environment. Associates benefit from clear and structured feedback, allowing them to progress within the firm. The firm is committed to diversity and inclusivity, ensuring a dynamic workplace where different perspectives enhance the practice of law.

This role offers competitive compensation, with a salary commensurate with experience and opportunities to earn performance-based bonuses. Additionally, the firm provides a comprehensive benefits package, including medical, dental, life, and disability insurance, a 401(k) plan, paid time off, and other valuable perks.

Application Requirements:

Interested candidates should submit a cover letter, resume, and law school transcript.