Trusts and Estates Attorney - Counsel or Partner Level

Job Overview

A law firm seeks an experienced Trusts and Estates attorney with strong tax and transactional experience to join their practice in Philadelphia, PA. The ideal candidate will possess deep knowledge of estate, gift, and generation-skipping transfer tax planning, along with familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

Duties

• Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration.
• Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures.
• Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations.
• Counsel clients on integrating estate and income tax planning with liquidity events, including pre- and post-sale planning.
• Draft and review complex estate planning documents such as trusts, wills, and operating agreements.
• Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions.

Requirements

• 7-10 years of experience in estate planning and federal tax law, including exposure to M&A or closely held business matters.
• Strong command of federal income, estate, and gift tax rules.
• Excellent drafting, analytical, and communication skills.
• Ability to independently manage multiple complex matters.

Education

• J.D. required; LL.M. in Taxation strongly preferred.

Certifications

• Pennsylvania Bar admission.

Skills

• Strong analytical and communication skills.
• Proficiency in drafting complex legal documents.
• Ability to manage multiple complex matters independently.

Benefits

• Comprehensive benefits package.
• Collegial, team-oriented environment.

Founded more than 15 years ago, this fast-growing law firm has its offices in the states of Maryland, Pennsylvania, Virginia, and Delaware. It is comprised of a significantly large group of skilled attorneys and handles a wide range of issues related to fifteen areas of practice, including business law, real estate law, trusts & estates law, litigation, and labor & employment law. The firm has earned rave reviews from prominent industry publications.