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Trust & Estate Planning Associate Attorney - Dallas

Pernini Legal, LLC
Dallas, TX Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/19/2025

Trust & Estate Planning Associate Attorney

Location : Dallas, TX

Our client, a prestigious AmLaw 50 law firm, is seeking a talented and highly motivated Trust & Estate Planning Associate Attorney to join its Estate Planning Practice Group in Dallas . This is a unique opportunity for an attorney with a strong background in sophisticated estate planning, trust administration, and wealth management to work with high-net-worth individuals, businesses, and charitable organizations.

Candidate Profile :

  • JD from an ABA-approved law school with a strong academic record.
  • Active Bar Admission in Texas . Timely admission to the Texas Bar will be a condition of employment.
  • 3–5 years of substantive experience in estate planning , trust and estate administration , and tax planning .
  • Extensive experience drafting complex estate plans , including business succession planning documents for high-net-worth individuals.
  • Strong knowledge of income , gift , estate , and generation-skipping tax planning strategies .
  • Experience handling probate proceedings for both taxable and non-taxable estates.
  • Familiarity with preparing and processing Federal gift and estate tax returns .
  • Expertise in structuring charitable giving plans and advising tax-exempt organizations .
  • Undergraduate degree in Accounting or a graduate degree in Tax is highly preferred .
  • Exceptional legal writing, analytical, and interpersonal skills, with a strong work ethic and attention to detail.

Key Responsibilities :

  • Advise high-net-worth individuals , business owners , and charitable organizations on comprehensive estate planning and wealth transfer strategies.
  • Draft sophisticated estate planning and business succession documents , including wills, trusts, and charitable giving instruments.
  • Counsel clients on estate, gift, and generation-skipping transfer tax issues .
  • Assist with estate and trust administration , including probate proceedings and tax compliance.
  • Process and review Federal gift and estate tax returns .
  • Collaborate with a highly skilled legal team to provide innovative and customized estate planning solutions.
  • Why Join Us?

    This opportunity allows attorneys to build a career in a nationally-recognized estate planning practice while working closely with experienced mentors and high-profile clients. The firm is committed to professional development , offering a collaborative and collegial environment where attorneys can refine their skills and take on meaningful responsibilities.

    The firm offers competitive compensation , commensurate with experience, and a comprehensive benefits package , including medical, dental, and vision insurance, 401(k) retirement plans, paid time off, and additional perks. Attorneys are encouraged to cultivate long-term client relationships and contribute to the firm’s continued success in the estate planning field.

    Application Requirements :

    Interested candidates should submit a resume and law school transcript .

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