What are the responsibilities and job description for the Trusts and Estate Planning Partner position at Interlink Talent Solutions?
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.
Benefits:
- 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.
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (louis@interlinkrecruitment.com) or you can hit apply now.