Estate Planning Associate jobs in United States
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Interlink Talent Solutions · 1 month ago

Estate Planning Associate

Interlink Talent Solutions is seeking an experienced Estate Planning Associate to join their client's Estates & Trusts Practice Group in Philadelphia. The role involves working with high-net-worth individuals and families on complex estate planning and wealth-transfer matters, requiring expertise in developing strategies to protect assets and minimize tax exposure.

Staffing & Recruiting
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Growth Opportunities
Hiring Manager
Louis Rosenthal
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Responsibilities

Advise clients on all aspects of estate and trust planning, wealth preservation, and asset protection
Draft a wide range of estate planning documents, including wills, powers of attorney, healthcare directives, and trusts
Develop and implement sophisticated strategies that address tax minimisation, generational wealth transfer, and charitable giving
Counsel clients on family foundations, special needs planning, and long-term care considerations
Collaborate with fiduciaries, financial advisors, and other professionals on administration and dispute-resolution matters
Manage complex family structures and unique assets, including business interests and art collections
Support clients with both domestic and international estate planning needs

Qualification

Estate planning experienceTax law knowledgeDrafting estate documentsClient relationship managementAdvanced planning strategiesProfessionalismCollaborative teamwork

Required

J.D. from an accredited law school
7–10 years of estate planning experience, with a strong background in high-net-worth planning
Demonstrated expertise in drafting sophisticated estate planning instruments and advising on advanced planning strategies
Strong knowledge of federal and state tax laws relevant to estate planning
Ability to manage client relationships with professionalism, discretion, and a high level of responsiveness
Commitment to high-quality work and collaborative teamwork

Preferred

LL.M. in Taxation strongly preferred

Benefits

Competitive compensation and comprehensive benefits package.
Opportunities for professional growth within a respected, client-focused practice.
Supportive, collegial environment that encourages innovation and collaboration.
Access to complex and meaningful client work involving high-net-worth and multijurisdictional matters.

Company

Interlink Talent Solutions

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Here at Interlink, we’re a specialized legal recruitment agency with over a decade of experience connecting top-tier legal professionals with leading firms across the U.S., UK, and internationally.

Funding

Current Stage
Early Stage
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