# Trusts & Estates Counsel

**Company**: Sterlington PLLC
**Location**: Philadelphia, Pennsylvania
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Legal
**Industry**: Legal

**Apply**: https://job-boards.greenhouse.io/sterlingtonpllc/jobs/4896918007?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_e62eb290-245

## Description

Trusts & Estates Counsel – Private Wealth Practice

Location: Philadelphia (Hybrid)

Sterlington’s Private Wealth group is led by Daniel Cooper, a seasoned private wealth practitioner who built this practice around a straightforward conviction: the most consequential moments in a family’s financial life deserve the most capable counsel.

Your work will span the full arc of complex private wealth practice:

- Design and implement advanced estate plans for clients with taxable estates exceeding $75M , 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 , probate, fiduciary compliance, post-mortem tax planning, and decanting

- Counsel on business succession planning: 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 the discretion and emotional intelligence these relationships require

Experience:

- 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 at Sterlington is competitive and structured around the quality of the person and the context they bring. Full-time employees are eligible for Medical, Dental, Vision, and 401(k).

## Skills

### Required
- trusts and estates law
- estate planning
- tax law
- fiduciary income taxation
- family office management

### Nice to have
- LL.M. in Taxation or Estate Planning
- active membership in a U.S. state bar

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