Estate Planning Partner

Profile

Job Overview:
A prestigious law firm is seeking an experienced Estate Planning Partner to join its Wills, Trusts & Estates practice group in Tulsa, Oklahoma. This position is ideal for an attorney with at least 8 years of experience in advanced estate planning, trust administration, asset protection, and probate matters. The successful candidate will manage a complex caseload, supervise associates, and collaborate with other attorneys on sophisticated planning strategies, while contributing to business development and firm advancement.

Location:
Tulsa, OK

Duties:

• Provide advanced estate planning services, including the preparation of complex wills and trusts for individuals and families of all ages.
• Manage probate and trust administration matters.
• Advise on irrevocable trusts, educational trusts, and family asset protection strategies.
• Develop life insurance planning strategies using trusts and financing options.
• Facilitate the transfer of closely-held family businesses and other assets to children and grandchildren.
• Implement advanced gifting strategies using techniques such as GRATS, QPRTs, CRUTs, and CLATs.
• Resolve family disputes related to estates and trusts.
• Draft and advise on pre-nuptial agreements.
• Represent fiduciaries, beneficiaries, private foundations, and charitable entities in estate and trust matters.
• Supervise associates and professional staff within the practice group.
• Collaborate closely with other firm attorneys on cross-disciplinary matters.
• Perform administrative and management functions within the practice group.

Requirements:

• Minimum of 8 years of experience in estate planning, trust administration, and probate law.
• Proven track record in handling sophisticated estate planning and related legal matters.
• Strong business development skills and the ability to build and maintain client relationships.
• Experience supervising and mentoring associates and staff.
• Excellent communication, negotiation, and client management skills.
• Ability to work collaboratively with other attorneys and firm departments.
• Strong analytical skills and attention to detail.

Education:

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

Certifications:

• Admitted to practice law in the State of Oklahoma or eligibility to practice in Oklahoma.

Skills:

• Advanced knowledge of estate planning, trust administration, and asset protection strategies.
• Expertise in sophisticated tax and estate planning techniques (e.g., GRATS, QPRTs, CRUTs, CLATs).
• Strong drafting and legal writing skills.
• Excellent leadership and mentoring abilities.
• Ability to manage complex client relationships and provide exceptional service.
• Experience in family dispute resolution and pre-nuptial agreements.

Benefits:

• Competitive compensation package, including a salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement plan options, including 401(k) eligibility.
• Paid time off (PTO), sick leave, and parental leave.
• Opportunities for business development and professional growth within the firm.

Company info

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