Corporate Vice President, Advanced Planning Consultant
The candidate will support agents with complex financial planning solutions in the areas of Non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning. Conduct ongoing Agent development sessions and study groups in key assigned areas to increase Agent knowledge and case flow in the Affluent and A...
Our client, an investment firm in the Dallas area, is seeking a trust and estate planning attorney with 5+ years of experience. The candidate will help high net worth clients understand their existing estate plan, and identify next steps in fulfilling their goals.
The candidate will assist with core practice areas of business law, estate planning, trademark law, and real estate law. Must have 2-3 years of experience. Must be willing to hit the ground running and have a desire to learn and a willingness to assist other attorneys. Must be able to work independently and responsibly while maintaining communication to facilitate coverage of all open cases in the firm. A small, portable book-of-business is highly prefer...
Business And Estate Planning Attorney
The candidate will be connected with existing clients, projects and referral sources and will be expected to get to know each intimately. Current workload would consist of simple and multi-entity formations, general tax strategy, buy-sell agreements, M&A transactions and general corporate governance. Should have 4+ years of experience and a sound understanding of the concepts in the above areas of law.
Assistant Professor of Law, 2020-2021 Academic Year
The candidate will teach twelve credit hours per academic year in the area of Wills, Trusts, and Estates as well as courses designed to assist in Bar preparation. Should have a J.D. degree with superb academic and professional qualifications. Practice experience that is sufficiently extensive and high quality to be a foundation for teaching in the College of Law’s educational program is required. Demonstrated ability to...
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Senior Wealth Planner
The candidate responsible for growth, development and communication of financial planning strategies to Business Owners and leadership, and for keeping abreast of national tax and estate laws for Wealth Management. Expand Wealth Management business nationally by providing strategies and solutions through sophisticated Wealth Planning analysis to the Business Owners. Serve as a professional Wealth Planning subject-matter expert to the client and the cl...
The candidate work for Transactional/Legal Plan team. Must be Texas-licensed attorney with 2 years of experience. Must have excellent customer service skills and look to a career in helping clients with the legal needs over the phone. Must demonstrate the ability to learn and advise on different areas of law and must possess excellent communication skills to be successful in this client-facing role. Attorneys on team work with current and potential clients in prov...
Manager, Client Advisory Team
Duties and Responsibilities: Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: investments, estate planning, tax planning, debt management, insurance. Responsible for gathering all infor...
Plano office of our client seeks business and estate planning attorney with 4 years of experience. The candidate will serve workload of simple and multi-entity formations, general tax strategy, buy-sell agreements, mergers and acquisitions transactions and general corporate governance.
Private Wealth Associate
The candidate must have 3-5 years of experience. Should preferably have experience in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning. Must have a strong academic record. Should have a Texas bar license or commit to obtaining one as soon as possible.