Estate and Tax Planning Attorney

A law firm in Dallas, TX, is seeking an Estate and Tax Planning Attorney with 5-7 years of experience in estate planning, probate and trust administration, and asset protection planning. The ideal candidate will have a strong tax background and specific experience in drafting estate plans, preparing IRS form 706s, forming family limited partnerships, and drafting intrafamily promissory notes.

Duties:

• Draft comprehensive estate plans for clients with taxable estates, ensuring compliance with relevant laws and regulations.
• Prepare and file IRS Form 706s for estate tax purposes, adhering to strict deadlines and requirements.
• Form family limited partnerships and draft intrafamily promissory notes to facilitate wealth transfer and asset protection strategies.
• Provide legal advice and guidance on complex estate planning matters to clients.
• Assist with trust administration, probate proceedings, and asset protection planning as needed.
• Conduct legal research and analysis to stay abreast of changes in tax laws and regulations affecting estate planning.

Requirements:

• Juris Doctorate from an accredited law school.
• Licensed to practice law in the state of Texas.
• 5-7 years of experience in estate planning, probate and trust administration, and asset protection planning.
• Strong tax background preferred.

Education and Certifications:

• Juris Doctorate (J.D.) from an accredited law school.
• Admission to the State Bar of Texas.

Skills:

• Proficiency in estate planning strategies and techniques.
• Excellent drafting and legal writing skills.
• Strong analytical and problem-solving abilities.
• Attention to detail and ability to manage complex legal matters.
• Effective communication and client relationship management skills.

Benefits:

• 401(k) with matching.
• Dental insurance.
• Health insurance.
• Health savings account.
• Paid time off.
• Vision insurance.