Counsel or Partner - Trust & Estates

Offit Kurman; Philadelphia (Philadelphia County); On-site; USD 180,000 - 280,000; Full time

Job summary

Offit Kurman seeks an experienced Trusts & Estates attorney at counsel or partner level in Philadelphia, PA. The role requires deep knowledge of estate, gift, and generation-skipping transfer tax planning, with familiarity in corporate and partnership tax issues related to business sales and restructurings.

We value the ability to manage complex matters, strong drafting and communication skills, and the capacity to lead sophisticated wealth-planning initiatives for high-net-worth individuals and

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.

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.

Skills

Drafting

Analytical skills

Communication

Independent management

Education

J.D.

LL.M. in Taxation

Job description

Trusts & Estates Attorney – Counsel or Partner Level

Philadelphia, PA

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.