Role; Trust & Estate Associate
Location: Dallas, TX
Salary: $260,000-$310,000
Schedule: Monday to Friday
Start Date: ASAP
 
Overview & Opportunity:
 
We are seeking an associate with 3-5 years of experience to join the Estate Planning Practice Group in our client’s Dallas Office.
 
Description:
 
We are seeking a well-rounded, dynamic, highly motivated associate who is comfortable with direct interaction with both senior attorneys and clients and has demonstrated an ability to thrive in a sophisticated practice in a busy, collegial environment.
 
Role Responsibilities:

• Draft wills, trusts, and other estate planning documents to ensure clients’ assets are distributed according to their wishes.
• Oversee the management and distribution of assets in trust, ensuring compliance with the terms of the trust and applicable laws.
• Assist with the probate process, including filing court documents and managing the administration of deceased estates.
• Advise clients on estate, gift, and income tax issues, including strategies for minimizing tax liabilities.
• Conduct research on state and federal laws regarding trusts, estates, and probate matters.

 
Candidate Requirements:  
 
Experience in the following:

• Drafting complex estate plan and business succession planning documents for high net worth individuals
• Drafting complex charitable giving documents
• Counseling clients on income, gift, estate, and generation-skipping tax planning
• Assisting with probate proceedings for taxable and non-taxable estates
• Processing Federal gift and estate tax returns
• Tax exempt organization planning

Company Benefits:

• Medical, Dental and Vision insurance
• 401(k) Retirement
• Disability and Life insurance
• More to be discussed at interview stage

 
To apply for this role, please contact: alex@achieveprofessionals.com