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Sterlington · 3 months ago

Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

Sterlington PLLC is a full service law firm focusing on complex corporate, litigation, executive compensation and private wealth matters. They are seeking a highly experienced Of Counsel level Trusts & Estates Attorney to join their elite Private Wealth team, focusing on advising ultra-high net worth individuals and families on complex estate planning and wealth transfer strategies.

ConsultingFinancial ServicesLegal

H1B Sponsor Likely

Responsibilities

Advise on estate, gift, and generation-skipping transfer (GST) tax strategies

Design and implement advanced estate plans using tools such as:

Grantor Retained Annuity Trusts (GRATs)

Spousal Lifetime Access Trusts (SLATs)

Intentionally Defective Grantor Trusts (IDGTs)

Beneficiary Defective Trusts (BDITs/BDOTs)

Nongrantor Trusts

Charitable Lead/Charitable Remainder Trusts (CLTs/CRTs)

Qualified Personal Residence Trusts (QPRTs)

Private Foundations

Oversee trust and estate administration, including probate, fiduciary compliance, and post-mortem tax planning

Counsel on business succession planning, including transfer of closely held entities, buy-sell agreements, and recapitalizations

Coordinate with family offices, investment advisors, accountants, and fiduciaries to ensure seamless execution of wealth strategies

Qualification

TrustsEstates LawEstate PlanningTax Law ExpertiseClient Service OrientationInterpersonal SkillsAnalytical SkillsDrafting SkillsEmotional IntelligenceCommunication SkillsCollaboration Skills

Required

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 (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+

Exceptional drafting, analytical, and communication skills

Client service orientation and collaborative approach

Good discretion, high emotional intelligence and ability to manage complex client relationships with diplomacy and tact

Experience advising family offices, business owners and multigenerational wealth structures

Company

Sterlington

Sterlington is a law consulting firm that specializes in invest management, taxation, bankruptcy, finance and litigation solutions.

Founded in 2015

New York, New York, USA

51-200 employees

https://www.sterlingtonlaw.com

H1B Sponsorship

Sterlington has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)