Trusts and Estate Planning Partner

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client’s Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and closely held businesses. The firm takes a truly collaborative approach—working closely with clients and their advisors to ensure every estate, tax, and succession plan reflects their unique goals and values.

Responsibilities:

• Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning.
• Collaborate with clients’ financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies.
• Advise closely held and family-owned businesses on tax-efficient operational structures, entity formation, ownership transitions, sales, and liquidation.
• Maintain and expand client relationships through proactive engagement and thought leadership.
• Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel.

Qualifications:

• JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in).
• Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families.
• Proven expertise in business succession planning, charitable giving strategies, and entity structuring.
• Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships.
• Leadership experience and a commitment to collaborative client service.

Benefits:

• Competitive compensation package with performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with firm contributions.
• A collaborative, collegial environment with a strong team culture.
• Resources and support for business development and practice growth.
• A respected platform for delivering exceptional legal services in estate and wealth planning.

How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (View email address on click.appcast.io) or you can hit apply now.