Trusts and Estate Planning Partner

Interlink Talent Solutions; Dallas (TX); On-site; USD 300,000 - 600,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Team culture

Job summary

Interlink Talent Solutions is seeking a Trusts and Estate Planning Partner in Dallas to deliver thoughtful, customised planning strategies for high-net-worth individuals and closely held businesses. The role emphasizes collaboration with clients and their advisors to ensure estate, tax, and succession plans align with goals.

You will lead client relationships, stay updated on tax law changes, and contribute to practice growth within a collegial team.

Qualifications

• JD from an accredited law school with Texas Bar admission or eligibility to waive in.
• Extensive experience advising high-net-worth individuals on trusts and estates and wealth planning.
• Expertise in business succession planning and charitable giving strategies.

Responsibilities

• Serve as a trusted advisor on estate, tax, and succession planning for high-net-worth individuals and closely held businesses.
• Collaborate with clients' financial advisors, accountants, and 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

Client relationship management

Leadership

Communication

Collaboration

Education

Juris Doctor (JD) degree

Job description

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client's Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and closely held businesses. The firm takes a truly collaborative approach- working closely with clients and their advisors to ensure every estate, tax, and succession plan reflects their unique goals and values.

Responsibilities:

• Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning.
• Collaborate with clients' financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies.
• Advise closely held and family-owned businesses on tax-efficient operational structures, entity 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.

Qualifications:

• JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in).
• Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families.
• Proven expertise in business succession planning, charitable giving strategies, and entity structuring.
• Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships.
• Leadership experience and a commitment to collaborative client service.
• Competitive compensation package with performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with firm contributions.
• A collaborative, collegial environment with a strong team culture.
• Resources and support for business development and practice growth.
• A respected platform for delivering exceptional legal services in estate and wealth planning.