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Trust & Estate Planning Associate Attorney
Location: Dallas, TX
Our client, a prestigious AmLaw 50 law firm, is seeking a talented and highly motivated Trust & Estate Planning Associate Attorney to join its Estate Planning Practice Group in Dallas. 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 Texas. Timely admission to the Texas Bar will be a condition of employment.
- 3–5 years of substantive experience in estate planning, trust and estate administration, and tax planning.
- Extensive experience drafting complex estate plans, including business succession planning documents for high-net-worth individuals.
- Strong knowledge of income, gift, estate, and generation-skipping tax planning strategies.
- Experience handling probate proceedings for both taxable and non-taxable estates.
- Familiarity with preparing and processing Federal gift and estate tax returns.
- Expertise in structuring charitable giving plans and advising tax-exempt organizations.
- Undergraduate degree in Accounting or a graduate degree in Tax is highly preferred.
- Exceptional legal writing, analytical, and interpersonal skills, with a strong work ethic and attention to detail.
Key Responsibilities:
- Advise high-net-worth individuals, business owners, and charitable organizations on comprehensive estate planning and wealth transfer strategies.
- Draft sophisticated estate planning and business succession documents, including wills, trusts, and charitable giving instruments.
- Counsel clients on estate, gift, and generation-skipping transfer tax issues.
- Assist with estate and trust administration, including probate proceedings and tax compliance.
- Process and review Federal gift and estate tax returns.
- Collaborate with a highly skilled legal team to provide innovative and customized estate planning solutions.
Why Join Us?
This opportunity allows attorneys to build a career in a nationally-recognized estate planning practice while working closely with experienced mentors and high-profile clients. The firm is committed to professional development, offering a collaborative and collegial environment where attorneys can refine their skills and take on meaningful responsibilities.
The firm offers competitive compensation, commensurate with experience, and a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) retirement plans, paid time off, and additional perks. Attorneys are encouraged to cultivate long-term client relationships and contribute to the firm’s continued success in the estate planning field.
Application Requirements:
Interested candidates should submit a resume and law school transcript.
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