Trust amp Estate Planning Associate

Profile

Job Overview

A respected law firm is seeking a Associate with 3–5 years of experience to join its Estate Planning Practice in the Dallas office. The successful candidate will work with high-net-worth individuals, families, and business owners to develop comprehensive estate and tax strategies. This is a dynamic opportunity for a motivated attorney to grow within a sophisticated practice handling estate planning, trust administration, charitable planning, and business succession matters.

Location

• Dallas, Texas

Duties

• Draft complex estate planning documents, including wills, trusts, and powers of attorney

• Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning

• Prepare business succession plans for closely held and family-owned businesses

• Draft charitable giving documents and advise on philanthropic strategies

• Handle estate and trust administration for taxable and non-taxable estates

• Assist with probate proceedings and related filings

• Prepare and review federal estate and gift tax returns

• Advise on tax-exempt organization structuring and compliance

• Collaborate with clients, accountants, financial advisors, and other legal counsel

Requirements

• 3–5 years of experience in trust and estate planning

• Proven experience handling high-net-worth estate and tax planning

• Knowledge of probate, trust administration, and charitable planning

• Ability to manage multiple client matters in a fast-paced environment

• Must be able to work independently and within a collaborative team

Education

• Juris Doctor (J.D.) from an ABA-accredited law school

• Undergraduate degree in Accounting or a graduate degree in Tax is preferred

Certifications

• Admission to at least one U.S. jurisdiction

• Must be in good standing with current bar(s)

• Timely admission to the Texas Bar required as a condition of employment

Skills

• Strong drafting, research, and analytical abilities

• In-depth knowledge of estate, gift, and GST tax principles

• Excellent client communication and interpersonal skills

• High level of professionalism and discretion when handling sensitive matters

• Strong organizational and time management skills

• Positive attitude and commitment to delivering high-quality legal work

Benefits

• Competitive compensation, commensurate with experience

• Full benefits package available

• Opportunities for professional growth within a collegial, high-level practice

• Direct client exposure and mentorship from senior attorneys

Company info

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