Counsel or Partner - Trust & Estates jobs in United States
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Offit Kurman · 1 month ago

Counsel or Partner - Trust & Estates

positionPhiladelphia, PA
timeFull-time
remoteOnsite
senioritySenior Level
money$200K/yr - $225K/yr
date7+ years exp

Offit Kurman is seeking an experienced Trusts & Estates attorney to join their Philadelphia Estates & Trusts practice. The role involves advising clients on advanced estate planning and wealth transfer strategies while developing tax-efficient plans and maintaining strong client relationships.

Law Practice
Hiring Manager
Jaclyn Famiglietti, J.D.
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Responsibilities

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 (trusts, wills, operating agreements, etc.)
Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions

Qualification

Trusts & Estates lawTax law expertiseEstate planningM&A experienceAnalytical skillsDrafting skillsClient managementCommunication skills

Required

J.D. required
Pennsylvania Bar admission
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

Preferred

LL.M. in Taxation strongly preferred

Benefits

Competitive compensation
Comprehensive benefits package

Company

Offit Kurman

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Offit Kurman is a full-service AmLaw 200 firm serving dynamic businesses, individuals, and families in more than 30 areas of practice.
dateFounded in 1987
location
Bethesda, Maryland, US
people-size501-1000 employees
web-link
http://offitkurman.com

Funding

Current Stage
Late Stage

Leadership Team

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Theodore (Ted) Offit
Co-founder, Chairman and Business Attorney
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Aaron Bukowitz
COO
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