Trust and Estate Planning Associate Attorney

Trust and Estate Planning Associate Attorney

Join a top-tier AmLaw 50 law firm in Dallas as a Trust and Estate Planning Associate Attorney, where you will have the opportunity to guide high-net-worth clients, business owners, and charitable organizations through complex estate planning, trust administration, and overall wealth management. This role offers a direct route to advancing your career in estate planning by working with seasoned professionals and engaging with intricate legal challenges that affect substantial financial assets and legacies.

Salary: DOE per year

Essential Duties and Responsibilities:

• Provide comprehensive estate planning and wealth transfer advice to high-net-worth individuals, business owners, and nonprofit organizations.
• Prepare and draft sophisticated estate planning documents, including wills, various types of trusts, and business succession plans.
• Offer counsel on intricate estate, gift, and generation-skipping transfer tax issues.
• Assist with all aspects of estate and trust administration, including probate proceedings and tax compliance.
• Process and critically review Federal gift and estate tax returns.
• Collaborate with legal team members to develop innovative, tailored solutions for estate planning.
• Engage in the structuring of charitable giving strategies and advise tax-exempt entities on compliance and planning matters.

Minimum Position Qualifications:

• JD from an ABA-approved law school with a standout academic record.
• Active Bar Admission in Texas, or the ability to gain admission promptly upon hiring.
• 3–5 years of hands-on experience in estate planning, trust and estate administration, and tax planning.
• Demonstrate proficiency in drafting complex estate plan documents and handling sophisticated wealth management issues.
• Thorough understanding of income, gift, estate, and generation-skipping tax laws and strategies.
• Ability to manage probate proceedings from small to large taxable and non-taxable estates.
• Competence in preparing and reviewing federal gift and estate tax returns.

Preferred Qualifications:

• An undergraduate degree in Accounting, Finance, or related field.
• A graduate degree in Taxation, LLM preferred, but not required.
• Proven experience advising high-profile clients in legal matters concerning substantial financial assets.

Skills:

• Exceptional legal writing and analytical skills.
• Strong interpersonal skills for effective communication with clients and team members.
• High attention to detail and an unwavering commitment to delivering quality advice and documentation.
• Robust organizational skills with the capability to manage multiple projects and deadlines simultaneously.
• Critical thinking skills necessary for complex problem-solving.

Benefits:

• Competitive compensation package commensurate with experience and qualifications.
• Comprehensive benefits package including medical, dental, and vision insurance.
• 401(k) retirement plans with firm contributions.
• Generous paid time off policy and opportunities for professional development.
• Supportive and collaborative work environment.