Estate Planning Partner

Jobot; Philadelphia (Philadelphia County); On-site; USD 190,000 - 225,000; Full time

Job summary

Jobot is seeking an Estate Planning Partner in Philadelphia to lead sophisticated wealth transfer and tax planning for high‑net‑worth clients. You will draft complex trusts, advise on estate and gift taxes, and design business succession plans, working closely with clients whose estates are substantial.

7+ years of estate planning experience, a JD, and PA bar admission (or waiver) are required. This is a growth role in a prominent Am Law 200‑style firm with national reach.

Qualifications

• JD from an accredited law school and PA bar admission (or waiver eligibility).
• 7+ years of experience in estate planning and trust law.
• Experience drafting irrevocable and dynasty trusts and related instruments.
• Strong client communication with sophisticated, high-net-worth clients.
• Working knowledge of federal estate, gift, and generation-skipping transfer taxes.

Responsibilities

• Draft complex trust instruments and advise on estate and gift tax exposure.
• Structure business succession plans for high‑net‑worth families.
• Collaborate with clients and professionals to handle multi-jurisdictional planning.

Skills

Estate planning experience

Trust drafting

Tax planning knowledge

Client communication

Multi-jurisdictional matters

Education

JD from an accredited law school

Pennsylvania bar admission or eligible to waive in

Job description

Job details

Estate Planning Partner | Great opportunity to join a Larger Firm | No book Required

This Jobot Job is hosted by: Trey Mattson

Salary: $190,000 - $225,000 per year

A bit about us

We're an Am Law 200 firm with over 300 attorneys and a national footprint — large enough to handle sophisticated, multi-jurisdictional matters, small enough that attorneys aren't lost in a machine. Our estate planning practice serves clients with substantial family wealth, closely held business interests, and complex multi-generational planning needs. We're growing, and we take the work seriously.

Why join us

• Complex, high-caliber work — taxable estates starting at $30M, with the planning problems that come with them (dynasty trusts, GRATs, QPRTs, family LPs, charitable structures, international overlays)
• A firm that's growing with intention — not just acquiring bodies, but building a practice with institutional support and a real client base

Philadelphia market with a national platform — you get the quality-of-life advantages of a major regional market without sacrificing the sophistication of the work

• Collaborative practice group — attorneys who actually talk to each other and share expertise across tax, business, and estate planning
• Competitive compensation structured to reward the quality and complexity of what you do

Job Details

We're looking for an estate planning attorney to join our Philadelphia office and handle sophisticated wealth transfer and tax planning for high net worth individuals and families. Day-to-day, this means drafting complex trust instruments, advising on estate and gift tax exposure, structuring business succession plans, and working directly with clients whose estates are above the federal exemption threshold — often well above.

You must have:

• JD from an accredited law school; active Pennsylvania bar admission (or eligibility to waive in)
• 7+ years of experience in estate planning and trust law
• Demonstrated experience with taxable estates — clients with $30M+ in assets or equivalent complexity
• Working knowledge of federal estate, gift, and generation-skipping transfer tax
• Experience drafting irrevocable trusts, spousal lifetime access trusts, dynasty trusts, GRATs, or similar instruments
• Strong client communication skills — you'll be talking to sophisticated, high-expectation clients directly

Nice to have: LLM in Taxation, ACTEC membership or candidacy, experience with international estate planning or cross-border issues, business succession planning experience for family-owned enterprises.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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