Trust & Estate Planning Associate Attorney

Dallas, Texas

Pernini Legal, LLC
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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 (link removed) 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 (link removed) Timely admission to the Texas Bar will be a condition of employment.

•   35 years of substantive experience in estate planning , trust and estate administration , and tax planning (link removed)>

•  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 (link removed)>

•  Experience handling probate proceedings for both taxable and non-taxable estates.

•  Familiarity with preparing and processing Federal gift and estate tax returns (link removed)>

•  Expertise in structuring charitable giving plans and advising tax-exempt organizations (link removed)>

•   Undergraduate degree in Accounting or a graduate degree in Tax is highly preferred (link removed)>

•  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 (link removed)>

•  Assist with estate and trust administration , including probate proceedings and tax compliance.

•  Process and review Federal gift and estate tax returns (link removed)>

•  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 firms continued success in the estate planning field.

Application Requirements:
Interested candidates should submit a resume and law school transcript (link removed)>
Date Posted: 21 April 2025
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