Estate Planning Partner

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 (e.g., 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.

Founded more than 70 years ago, this law firm has become one of the largest and most diverse law firms in its region. It is a full-service firm with numerous specialty groups such as litigation, admiralty, banking and finance, bankruptcy, construction, employee benefits, energy, environmental, international, labor and employment, tax, real estate, and workers' compensation. Its attorneys serve a broad range of clients, such as locally owned companies, multinational corporations, individuals, estates and trusts, municipalities, and other public-sector organizations, institutions, and charitable foundations in local, national, and international locations. Here, you can be a part of a team that strives to provide expert legal services in a cost-effective manner.