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Offit Kurman · 3 weeks ago

Trusts & Estates Counsel or Partner Level

Philadelphia, PA

Full-time

Onsite

Senior Level

7+ years exp

Offit Kurman is seeking an experienced Trusts & Estates attorney to join their Philadelphia Estates & Trusts practice. The ideal candidate will have strong tax and transactional experience, with responsibilities including advising clients on estate planning and developing tax-efficient strategies.

Law Practice

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 lawTaxation expertiseEstate planningM&A experienceFederal tax lawDrafting skillsAnalytical skillsClient relationship managementCommunication skills