Estate Planning Attorney
Teksky
Job Description
Job Description
Estate Planning Attorney
Sioux Falls, SD
Role Description: As an Estate Planning Attorney will provide guidance on sophisticated estate, trust, and tax planning strategies for advisors and their clients. This full-time role is based in Sioux Falls, SD.
Key responsibilities include assisting in developing and implementing sophisticated, advanced irrevocable trust offerings that leverage South Dakota law. In addition, this person will assist with producing complex trust agreements, marketing materials, whitepapers, and similar, as well as internal policies, processes, and procedures for the onboarding and administration of these trust offerings. You will collaborate with internal teams and external advisors to analyze complex client situations, recommend appropriate structures, and help implement customized trust and estate solutions.
Qualifications
Strong foundation in Estate Planning and Estate Law, with the ability to design and explain advanced planning strategies.
Experience with Estate Administration, including interpreting governing documents and coordinating with beneficiaries and fiduciaries.
Knowledge of Succession Planning for individuals, families, and closely held businesses, including multi-generational and business transition strategies.
Juris Doctor (JD) from an accredited law school and an active license to practice law in at least one U.S. jurisdiction; South Dakota licensure or willingness to obtain is preferred.
LL.M. in Taxation or Estate Planning required
CTFA preferred
Familiarity with trust company operations, fiduciary responsibilities, and relevant federal and state tax considerations.
Excellent analytical, drafting, and legal research skills, with clear, client-friendly communication (written and verbal).
Ability to collaborate effectively with financial advisors, tax professionals, and internal teams in a fast-paced, growth-oriented environment.
Prior experience in a trust company, private wealth, or estate planning law firm setting is highly beneficial.
$90k - $120k
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