Orion Placement · 1 day ago
Trust & Estate Planning Associate Attorney
Philadelphia, PA
Full-time
Onsite
Mid, Senior Level
$195K/yr - $250K/yr
4+ years expOrion Placement is a nationally recognized law firm offering a unique opportunity for a Trust & Estate Planning Associate Attorney. The role involves advising high-net-worth individuals on estate and wealth planning strategies, drafting legal documents, and collaborating on complex planning matters.
Staffing & Recruiting
Responsibilities
Advise high-net-worth individuals and families on estate and wealth planning strategies
Draft trusts, wills, and advanced estate planning documents
Handle trust and estate administration matters
Assist with tax planning, including federal estate and gift tax considerations
Prepare and review estate-related tax filings, including federal estate tax returns
Support planning for family-owned businesses and life insurance structures
Conduct detailed legal research and draft high-quality written work product
Collaborate closely with partners and other practice groups on complex planning matters
Qualification
Required
Juris Doctor (JD) required
Active license to practice law in the Commonwealth of Pennsylvania
4-6 years of trust and estate planning experience required
Experience with high-net-worth and sophisticated estate planning matters
Strong research, writing, and academic credentials
Preferred
Exposure to estate, gift, and income tax planning
Experience with family-owned business planning and life insurance structures
LLM in Taxation is a plus but not required
Benefits
Dental insurance
Paid time off
Retirement plan
Vision insurance
Company
Orion Placement
As a nimble and technology-driven boutique recruiting firm, we are adept at adapting swiftly for success.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Justin Sofman
Co-Founder
Jon Missirlian
Founder
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