Private Wealth Counsel jobs in United States
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Sterlington · 5 days ago

Private Wealth Counsel

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
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Hiring Manager
Henrique Silveira Ouro Weber
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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 OrientationAnalytical SkillsCommunication SkillsInterpersonal SkillsEmotional Intelligence

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
Exceptional drafting, analytical, and communication skills
Client service orientation and collaborative approach
Good discretion, high emotional intelligence, and the 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
Active membership in a U.S. state bar (FL, NY, CA, TX, IL, or DC preferred)

Benefits

Medical, Dental, and Vision insurance plans
401(k) retirement program

Company

Sterlington

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

Funding

Current Stage
Growth Stage

Leadership Team

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Christopher S. Harrison
Head of Corporate and M&A Practice
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Company data provided by crunchbase