Trusts & Estates Counsel or Partner Level

Posted One Month Ago
Be an Early Applicant
Philadelphia, PA, USA
In-Office
200K-225K Annually
Senior level
Professional Services
The Role
Advise high-net-worth individuals and business owners on advanced estate, gift, and generation-skipping tax planning and trust administration; develop tax-efficient succession plans, draft complex estate and business documents, coordinate with corporate/M&A teams on tax implications, and manage multiple complex matters while collaborating with accountants and advisors.
Summary Generated by Built In

We are seeking an experienced Trusts & Estates attorney with strong tax and transactional experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have deep knowledge of estate, gift, and generation-skipping transfer tax planning, as well as familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

Qualifications:

  • J.D. required; LL.M. in Taxation strongly preferred
  • 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

Key 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

Why Offit Kurman?

  • Offit Kurman offers a unique platform for entrepreneurial attorneys looking to grow their practice. We provide competitive compensation, a comprehensive benefits package, and a collegial, team-oriented environment where your contributions are valued.

Skills Required

  • J.D.
  • LL.M. in Taxation
  • 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
  • Deep knowledge of estate, gift, and generation-skipping transfer tax planning
  • Familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning
  • Strong command of federal income, estate, and gift tax rules
  • Excellent drafting, analytical, and communication skills
  • Ability to independently manage multiple complex matters
  • Experience advising high-net-worth individuals, families, and business owners on estate planning and trust administration
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The Company
HQ: Columbia, MD

What We Do

Offit Kurman is a full-service law firm that provides legal services to businesses, individuals, and families across more than 30 areas of practice.

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