The Role
Advises high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer, trusts, tax-efficient succession planning, and trust administration. Partners with corporate and transactional teams on M&A, business sales, restructurings, and liquidity events. Drafts complex trusts, wills, operating agreements, and related documents while coordinating with accountants and other 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. degree
- LL.M. in Taxation
- Pennsylvania Bar admission
- 7-10 years of experience in estate planning and federal tax law
- Experience with 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
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The Company
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.
