Estate Planning Partner

Job Overview :

All potential candidates should read through the following details of this job with care before making an application.

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 :

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