Estate & Tax Planning Attorney

Job Overview
A well-established law firm located in Lafayette is seeking a highly experienced Estate & Tax Planning Attorney to join its private client and wealth management practice. This position is ideal for a legal professional with 10 years of experience in complex estate, gift, and tax planning. The ideal candidate will be adept at designing sophisticated estate plans, counseling high-net-worth clients, and navigating the intricacies of federal and state tax law.

Location

• Lafayette, LA

Duties

• Advise clients on estate planning strategies, including wills, trusts, and family business succession
• Draft complex estate planning documents such as irrevocable trusts, GRATs, and charitable trusts
• Provide legal counsel on federal and state tax issues involving estate, gift, and generation-skipping transfer taxes
• Structure tax-efficient wealth transfer plans for individuals, families, and closely held businesses
• Collaborate with financial advisors, accountants, and fiduciaries to implement estate plans
• Handle probate and estate administration matters when needed
• Stay current on developments in tax legislation, trust law, and estate planning best practices
• Support clients through all stages of wealth planning with a focus on preserving and transferring wealth

Requirements

• 10 years of experience in estate planning, trust administration, and tax planning
• Proven track record of advising high-net-worth individuals and families
• Extensive experience in drafting and implementing complex estate planning instruments
• In-depth knowledge of federal and state tax laws related to estates and gifts
• Strong client-relations skills and ability to manage long-term planning relationships

Education

• Juris Doctor (JD) degree from an accredited law school
• Master of Laws (LL.M.) in Taxation preferred but not required

Certifications

• Active license and in good standing with the Louisiana State Bar
• Additional certifications (e.g., CFP®, CPA) are a plus

Skills

• Exceptional drafting and analytical skills
• Strong tax research and planning abilities
• Excellent communication and interpersonal skills
• High level of discretion and professionalism in handling sensitive client matters
• Strong attention to detail and organizational skills
• Ability to work independently and collaboratively with multidisciplinary teams

Benefits

• Competitive compensation aligned with experience and market standards
• Full suite of benefits (details available upon request)
• Opportunities for partnership consideration and long-term career advancement

This Louisiana based law firm provides legal services related to construction, business, and real estate law. Founded in 1987, the firm serves individual, corporate and municipal clients throughout Louisiana. Its offices is in Lafayette, Louisiana.