Senior Trusts & Estates Partner - Wealth Planning Leader

Interlink Talent Solutions; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Interlink Talent Solutions advertises a Trusts and Estate Planning Partner role in Dallas. The candidate will deliver customized planning strategies for high-net-worth individuals and closely held businesses, collaborating with clients and their advisors to reflect goals and values in every estate, tax, and succession plan.

The position emphasizes leadership, collaborative service, and a commitment to staying current with evolving tax legislation and estate planning trends.

Qualifications

• JD and Texas Bar membership in good standing.
• Extensive trusts and estates experience, including tax and wealth planning.
• Proven expertise in business succession planning and entity structuring.
• Strong communication and relationship-building skills.
• Leadership and collaborative client service approach.

Responsibilities

• Advise clients in estate, tax, retirement, charitable giving, and business succession planning.
• Collaborate with clients' financial advisors, accountants, and other professionals to develop holistic wealth planning strategies.
• Advise closely held and family-owned businesses on tax-efficient structures, formation, ownership transitions, sales, and liquidation.
• Maintain and expand client relationships through proactive engagement and thought leadership.
• Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel.

Skills

Trusts and Estates expertise

Business succession planning

Client relationship building

Collaborative leadership

Education

JD from an accredited law school

Texas Bar admission or eligibility to waive

Job description

Interlink Talent Solutions advertises a Trusts and Estate Planning Partner role in Dallas. The candidate will deliver customized planning strategies for high-net-worth individuals and closely held businesses, collaborating with clients and their advisors to reflect goals and values in every estate, tax, and succession plan.

The position emphasizes leadership, collaborative service, and a commitment to staying current with evolving tax legislation and estate planning trends.