Job Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses call center staff, Regional and Complex Management, Divisional, Regional and Complex Risk Officers, and Home Office employees. Key responsibilities include: - Conductin
Job Title: Probate Attorney Job Responsibilities: The probate attorney at the law firm will be responsible for managing a busy workload involving probate cases. The role requires the attorney to handle independent and dependent administrations, general litigation and discovery, and alternative procedures to probate. The attorney must be willing to travel regularly to court or various locations within Texas as needed. Additionally, the candidate should be able to work indepen
Job Title: Wealth Preservation Associate Job Responsibilities: - Engage in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as Wills and Revocable Trusts. - Implement lifetime gifting strategies, including a variety of irrevocable trusts. - Collaborate with trustees and executors to administer trusts and est
Job Title: Fiduciary Litigation Associate Job Responsibilities: The Fiduciary Litigation Associate will be responsible for engaging in complex fiduciary litigation matters, primarily focusing on asset disputes and contested probate and trust litigation. The associate will represent parties in various fiduciary disputes, including: - Contested probate administration - Contested trust administration - Guardianship cases - Will contests, including allegations of undue influence
Job Title: Probate Attorney Job Responsibilities: - The candidate will be responsible for managing and drafting probate filings, including petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - The role requires resolving mortgage defaults involving deceased borrowers in state district courts and probate courts, with an emphasis on creditor's rights. - The candidate must handle a significant volume of cases efficient
Job Title: Probate Attorney Job Responsibilities: - The candidate will be responsible for managing and drafting probate filings, which include petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - The attorney must handle a significant volume of cases within the field of creditor's rights, particularly those involving mortgage defaults related to deceased borrowers in state district courts and probate courts. - Cour
Job Title: Attorney Job Responsibilities: - Conduct thorough legal research using LexisNexis, Westlaw, and other legal research tools to support case preparation and strategy. - Draft legal documents including pleadings, contracts, briefs, and other correspondence with precision and clarity. - Advise clients on a variety of legal matters. - Represent clients in negotiations to achieve favorable outcomes while maintaining professionalism and adherence to ethical standards. -
A law firm based in Dallas, TX, is seeking a knowledgeable Tax and Estate Planning Attorney to join their esteemed practice. This role is pivotal in providing expert guidance to high-net-worth families and entrepreneurs on all facets of estate planning, including tax implications, asset management, gifting strategies, and family dynamics. The successful candidate will report to the Director of the Tax and Estate Planning practice and will contribute significantly to enhanc