Private Wealth Associate Attorney
Aligned Talent Acquisition•Dallas, TX
•Hybrid
About The Position
A highly respected national law firm is seeking a Private Wealth Associate Attorney to join its Dallas office. This opportunity is ideal for an attorney interested in advising high-net-worth individuals, families, family offices, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, and trust administration matters.
Requirements
- 4–8 years of trusts & estates, private wealth, estate planning, or related experience gained at a sophisticated law firm
- Experience advising high-net-worth individuals, ultra-high-net-worth families, family offices, business owners, and fiduciaries
- Experience with sophisticated estate planning, wealth transfer planning, trust and estate administration, and business succession planning
- Experience drafting and implementing revocable and irrevocable trusts, wills, family limited partnerships, LLCs, and other estate planning vehicles
- Experience advising clients regarding gift, estate, generation-skipping transfer, and income tax planning strategies
- Strong drafting, analytical, organizational, and communication skills
- Ability to manage sophisticated matters while working directly with clients and other advisors
- Excellent academic credentials
- J.D. from an ABA-accredited law school required
- Texas bar admission required or ability to become admitted
Nice To Haves
- Experience with charitable planning, closely held business succession planning, and fiduciary representation is preferred
- Experience advising trustees, executors, and beneficiaries regarding trust and estate administration matters is a plus
Responsibilities
- Advising high-net-worth individuals, families, family offices, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, and trust administration matters.
- Drafting and implementing revocable and irrevocable trusts, wills, family limited partnerships, LLCs, and other estate planning vehicles.
- Advising clients regarding gift, estate, generation-skipping transfer, and income tax planning strategies.
- Advising trustees, executors, and beneficiaries regarding trust and estate administration matters.
- Managing sophisticated matters while working directly with clients and other advisors.
Benefits
- Compensation $235,000 – $375,000+
- Sophisticated national private wealth platform
- Representation of high-net-worth individuals, families, and family offices
- Significant client interaction and responsibility
- Exposure to complex wealth transfer and succession planning matters
- Strong mentorship and professional development
- Collaborative AmLaw 100 environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
