Legal Counsel

StevenDouglas; Dallas (TX); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

StevenDouglas seeks a Legal Counsel in Dallas, TX to focus on sophisticated estate planning, irrevocable trusts, and wealth transfer strategies. The role involves drafting comprehensive estate plans and advising on tax considerations for high‑net‑worth clients.

In addition to estate planning, the counsel will manage in‑house matters such as drafting agreements, ensuring compliance, governing policies, and handling commercial contracts for the wealth management firm.

Qualifications

• Must hold a J.D. from an accredited law school
• Minimum 3 years of estate planning experience in a law firm or in-house
• Admission to the Texas State Bar is required
• Strong understanding of federal estate and gift tax principles
• Experience with high‑net‑worth clients is required; LLM in Taxation preferred

Responsabilités

• Lead estate planning initiatives, including irrevocable trusts and asset protection structures
• Draft comprehensive estate plans and advise on wealth transfer strategies
• Handle in-house legal matters: drafting agreements, compliance, governance, and commercial contracts

Connaissances

Estate planning

Drafting agreements

Compliance

Corporate governance

Commercial contracts

In-house experience

High-net-worth clients

Formation

Juris Doctor (J.D.)

Description du poste

J.D. from an accredited law school; 3+ years' estate planning experience; Admission to Texas State Bar; LLM in Taxation preferred.

Job

Full Opportunity Brief

Title: Legal Counsel
Category: Jobs
Organiser: StevenDouglas
Description: StevenDouglas is seeking a Legal Counsel for a growing wealth management firm. The role is primarily focused on estate planning, including the implementation of irrevocable trust and asset protection structures, drafting comprehensive estate plans, and advising on wealth transfer strategies. Additionally, the counsel will handle in-house legal matters such as drafting agreements, compliance, corporate governance, and commercial contracts.
Eligibility: Candidates must hold a J.D. from an accredited law school and have at least 3 years of estate planning experience in a law firm or in-house environment. Applicants must be admitted to the Texas State Bar and demonstrate a strong understanding of federal estate and gift tax principles. Experience with high-net-worth clients is required, and an LLM in Taxation is preferred.
Deadline: Not specified
Location: Dallas, TX
Fees: None