Description
We are seeking a Trusts & Estates Counsel to join our Private Wealth Practice in Philadelphia. As a member of our team, you will work on complex private wealth matters, including designing and implementing advanced estate plans for clients with taxable estates exceeding $75M.
Responsibilities:
- Design and implement advanced estate plans, including GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, non-grantor trusts, CLTs, CRTs, and private foundations
- Advise on estate, gift, and generation-skipping transfer (GST) tax strategy, including multi-generational wealth transfer and dynasty trust structures
- Oversee trust and estate administration, including probate, fiduciary compliance, post-mortem tax planning, and decanting
- Counsel on business succession planning, including transfer of closely held entities, buy-sell agreements, recapitalizations, and GRAT/installment sale strategies
- Coordinate with family offices, investment advisors, accountants, and fiduciaries to deliver integrated, seamless counsel
- Manage sensitive, multi-party family dynamics with discretion and emotional intelligence
Requirements:
- J.D. from a top-tier law school; LL.M. in Taxation or Estate Planning strongly preferred
- Active membership in a U.S. state bar (PA, FL, NY, CA, TX, IL, or DC preferred)
- Minimum eight years of experience in trusts and estates law, with a focus on UHNW clients
- Mastery of federal estate, gift, and GST tax laws; familiarity with state-level nuances and fiduciary income taxation
- Proven track record of handling planning and administration matters for clients with net worths exceeding $75M
- Experience advising family offices, business owners, and multigenerational wealth structures
Compensation:
- Competitive compensation structured around the quality of the person and the context they bring
- Full-time employees are eligible for Medical, Dental, Vision, and 401(k)