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Legal Counsel

StevenDouglas

Our client is a growing wealth management firm. The ideal candidate will be primarily responsible for estate planning matters in addition to other in-house legal matters including drafting agreements, addressing compliance issues, corporate governance and commercial contracts. In order to succeed, this candidate should feel comfortable working with lean in-house department and outside counsel on a variety of legal matters.

Responsibilities

  • Implement irrevocable trust and asset protection structures for clients
  • Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, and related wealth transfer strategies
  • Negotiate and draft documents highly customized to each individual client’s needs
  • Advise clients on estate, gift, and generation-skipping transfer tax considerations
  • Assist business owner clients with succession planning strategies and ownership transfer structures
  • Collaborate with internal advisors on tax strategy, investment planning, and family governance matters
  • Provide legal guidance related to corporate governance structures, shareholder agreements, and entity structuring
  • Support clients in implementing asset protection and wealth preservation strategies
  • Review and analyze existing estate planning documents and recommend updates where appropriate
  • Coordinate with outside counsel, accountants, and other professional advisors when needed
  • Stay current on legislative and regulatory developments impacting estate and tax planning
  • Ability to communicate complex legal considerations to non-attorneys in a clear and efficient manner

Qualifications

  • J.D. from an accredited law school
  • 3+ years' estate planning experience with a law firm or in-house
  • Experience working with high net worth clients
  • Strong understanding of federal estate and gift tax principles
  • Admission to Texas State Bar
  • LLM in Taxation preferred
Vacancy posted 2 days ago
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