Estate Planning Partner

Full-time 2 views

Recruiter

Tulsa, OK, United States

Estate Planning Partner

Partner

BCG Attorney Search
Company Review

4-20 yrs required

Full-time

No

Job Overview:
A prestigious law firm is seeking an experienced Estate Planning Partner to join its Wills, Trusts & Estates practice group in Tulsa, Oklahoma. This position is ideal for an attorney with at least 8 years of experience in advanced estate planning, trust administration, asset protection, and probate matters. The successful candidate will manage a complex caseload, supervise associates, and collaborate with other attorneys on sophisticated planning strategies, while contributing to business development and firm advancement.

Location:
Tulsa, OK

Duties:

  • Provide advanced estate planning services, including the preparation of complex wills and trusts for individuals and families of all ages.
  • Manage probate and trust administration matters.
  • Advise on irrevocable trusts, educational trusts, and family asset protection strategies.
  • Develop life insurance planning strategies using trusts and financing options.
  • Facilitate the transfer of closely-held family businesses and other assets to children and grandchildren.
  • Implement advanced gifting strategies using techniques such as GRATS, QPRTs, CRUTs, and CLATs.
  • Resolve family disputes related to estates and trusts.
  • Draft and advise on pre-nuptial agreements.
  • Represent fiduciaries, beneficiaries, private foundations, and charitable entities in estate and trust matters.
  • Supervise associates and professional staff within the practice group.
  • Collaborate closely with other firm attorneys on cross-disciplinary matters.
  • Perform administrative and management functions within the practice group.

Requirements:

  • Minimum of 8 years of experience in estate planning, trust administration, and probate law.
  • Proven track record in handling sophisticated estate planning and related legal matters.
  • Strong business development skills and the ability to build and maintain client relationships.
  • Experience supervising and mentoring associates and staff.
  • Excellent communication, negotiation, and client management skills.
  • Ability to work collaboratively with other attorneys and firm departments.
  • Strong analytical skills and attention to detail.

Education:

  • Juris Doctor (JD) from an ABA-accredited law school.

Certifications:

  • Admitted to practice law in the State of Oklahoma or eligibility to practice in Oklahoma.

Skills:

  • Advanced knowledge of estate planning, trust administration, and asset protection strategies.
  • Expertise in sophisticated tax and estate planning techniques (., GRATS, QPRTs, CRUTs, CLATs).
  • Strong drafting and legal writing skills.
  • Excellent leadership and mentoring abilities.
  • Ability to manage complex client relationships and provide exceptional service.
  • Experience in family dispute resolution and pre-nuptial agreements.

Benefits:

  • Competitive compensation package, including a salary commensurate with experience.
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Retirement plan options, including 401(k) eligibility.
  • Paid time off (PTO), sick leave, and parental leave.
  • Opportunities for business development and professional growth within the firm.

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