Sterlington · 3 months ago
Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice
Philadelphia, PA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSterlington PLLC is a full service law firm specializing in complex corporate and private wealth matters. They are seeking a highly experienced Of Counsel level Trusts & Estates Attorney to advise ultra-high net worth individuals and families on estate planning and wealth transfer strategies.
ConsultingFinancial ServicesLegal
No H1B
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
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
Preferred
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)
Company
Sterlington
Sterlington is a law consulting firm that specializes in invest management, taxation, bankruptcy, finance and litigation solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher S. Harrison
Head of Corporate and M&A Practice
Recent News
2025-10-21
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