Estate amp Tax Planning Attorney

Profile

Job Overview
A well-established law firm located in Lafayette is seeking a highly experienced Estate & Tax Planning Attorney to join its private client and wealth management practice. This position is ideal for a legal professional with 10 years of experience in complex estate, gift, and tax planning. The ideal candidate will be adept at designing sophisticated estate plans, counseling high-net-worth clients, and navigating the intricacies of federal and state tax law.

Location

• Lafayette, LA

Duties

• Advise clients on estate planning strategies, including wills, trusts, and family business succession
• Draft complex estate planning documents such as irrevocable trusts, GRATs, and charitable trusts
• Provide legal counsel on federal and state tax issues involving estate, gift, and generation-skipping transfer taxes
• Structure tax-efficient wealth transfer plans for individuals, families, and closely held businesses
• Collaborate with financial advisors, accountants, and fiduciaries to implement estate plans
• Handle probate and estate administration matters when needed
• Stay current on developments in tax legislation, trust law, and estate planning best practices
• Support clients through all stages of wealth planning with a focus on preserving and transferring wealth

Requirements

• 10 years of experience in estate planning, trust administration, and tax planning
• Proven track record of advising high-net-worth individuals and families
• Extensive experience in drafting and implementing complex estate planning instruments
• In-depth knowledge of federal and state tax laws related to estates and gifts
• Strong client-relations skills and ability to manage long-term planning relationships

Education

• Juris Doctor (JD) degree from an accredited law school
• Master of Laws (LL.M.) in Taxation preferred but not required

Certifications

• Active license and in good standing with the Louisiana State Bar
• Additional certifications (e.g., CFP®, CPA) are a plus

Skills

• Exceptional drafting and analytical skills
• Strong tax research and planning abilities
• Excellent communication and interpersonal skills
• High level of discretion and professionalism in handling sensitive client matters
• Strong attention to detail and organizational skills
• Ability to work independently and collaboratively with multidisciplinary teams

Benefits

• Competitive compensation aligned with experience and market standards
• Full suite of benefits (details available upon request)
• Opportunities for partnership consideration and long-term career advancement

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306