Estate Planning Attorney Job at Crescent Edge Consulting, Austin, TX

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  • Crescent Edge Consulting
  • Austin, TX

Job Description

A prestigious, highly specialized law firm in Austin, TX, is seeking an Associate Estate Planning Attorney to join its team of award winning legal professionals. This role is tailored for a dedicated attorney with 3+ years of experience in estate planning for high-net-worth individuals, providing sophisticated advice and client-centered solutions.

Associate Estate Planning Attorney Responsibilities:

  • Estate Plan Development: Design and implement comprehensive estate plans tailored to the unique needs of high-net-worth clients, including drafting wills, trusts, and other essential estate planning documents.
  • Client Consultation: Conduct in-depth consultations with clients to understand their financial objectives, familial considerations, and long-term goals, ensuring personalized and effective planning.
  • Wealth Transfer Strategies: Advise clients on wealth transfer strategies, including tax considerations, charitable giving, business succession planning, and generation-skipping transfer tax.
  • Trust and Estate Administration: Manage matters related to the administration of trusts and estates, ensuring compliance with legal and tax obligations.
  • Tax Planning: Collaborate with financial advisors and tax professionals to optimize estate and gift tax planning strategies.
  • Relationship Management: Build and maintain strong relationships with clients, providing ongoing counsel and adapting plans as needed to reflect changes in clients' lives and goals.
  • Legal Research and Analysis: Stay informed of legal developments in estate planning, tax law, and trust administration to provide cutting-edge legal advice.

Associate Estate Planning Attorney Requirements:

  • JD from a top 100 law school with strong academic credentials.
  • Minimum of 3 years’ experience in estate planning, specifically with high-net-worth individuals.
  • Active membership in the Texas State Bar.
  • Proficient in drafting complex estate planning documents and a thorough understanding of estate, gift, and generation-skipping transfer tax laws.
  • Exceptional analytical, communication, and interpersonal skills, with a client-focused approach.
  • High level of integrity, confidentiality, and the ability to build trust with clients.

Why Join:

  • Work directly with high-profile clients, providing legal solutions that significantly impact their financial futures.
  • Be part of an award winning, experienced, supportive team committed to excellence and professional growth.
  • Enjoy a rewarding compensation package of $200k+ with benefits that emphasize a holistically successful life in and outside of the office.

**Only candidates located in the Austin area, or with immediate plans to move here and currently admitted to the Texas State Bar, will be considered.**

Job Tags

Remote job, Immediate start,

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