Trusts & Estates Attorney/Associate (PHL)

Trusts & Estates Associate (3-5 Years)

Philadelphia, PA

We are seeking a Trusts & Estates Associate with 3 to 5 years of experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have experience in estate planning, trust and estate administration, and taxation, with an interest in working on sophisticated planning matters for high-net-worth individuals, families, and business owners. Exposure to closely held business planning, business succession planning, and related tax issues is preferred.

Qualifications

• J.D. required; LL.M. in Taxation preferred but not required

• Pennsylvania Bar admission

• 3 to 5 years of experience in trusts and estates, estate planning, estate and trust administration, or related tax planning

• Working knowledge of federal estate, gift, and income tax principles

• Experience drafting estate planning documents, including trusts, wills, powers of attorney, and related instruments

• Strong analytical, drafting, organizational, and communication skills

• Ability to manage assignments independently while working collaboratively with partners and senior attorneys

Key Responsibilities

• Assist in advising high-net-worth individuals, families, and business owners on estate planning, wealth transfer strategies, and trust and estate administration

• Draft and revise a variety of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related agreements

• Support business succession planning and estate planning for closely held business owners

• Analyze estate, gift, generation-skipping transfer, and income tax issues and assist in implementing tax-efficient planning strategies

• Collaborate with corporate and transactional attorneys on matters involving business ownership, restructuring, and liquidity events

• Work closely with clients, accountants, financial advisors, and other professionals to implement planning recommendations

• Conduct legal research and prepare memoranda regarding trusts, estates, and tax matters

• Assist with estate and trust administration matters, including fiduciary guidance and beneficiary communications

• This position offers the opportunity to work on sophisticated estate planning and tax matters while developing strong client relationships and technical expertise within a collaborative and growing practice.