Trusts and Estate Planning Partner

Interlink Talent Solutions

Dallas (TX)

On-site

USD 180,000 - 240,000

Full time

3 days ago
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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

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.
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