Trusts and Estates Associate Attorney

BCG Attorney Search; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Career development opportunities

Competitive compensation

Medical Insurance

Job summary

BCG Attorney Search is seeking a Trusts and Estates Associate Attorney in Philadelphia, PA. Candidates should have 3–5 years of experience in trusts, estates, or related tax planning, with strong drafting and communication skills to advise high-net-worth individuals and families.

The role involves drafting trusts, wills, tax planning, and collaborating with partners on complex wealth-transfer matters in a collaborative firm environment.

Qualifications

• 3–5 years of experience in trusts and estates, estate planning, or related tax planning.
• Working knowledge of federal estate, gift, and income tax principles.
• Experience drafting estate planning documents.
• Strong analytical, drafting, organizational, and communication skills.
• Ability to manage assignments independently and collaboratively.

Responsibilities

• Advise high-net-worth individuals, families, and business owners on estate planning and wealth transfer strategies.
• Draft and revise estate planning documents, including trusts, wills, and powers of attorney.
• Support business succession planning for closely held business owners.
• Analyze estate, gift, and income tax issues and implement tax-efficient strategies.
• Collaborate with corporate attorneys on business ownership and restructuring matters.
• Work with clients, accountants, and financial advisors to implement planning recommendations.
• Conduct legal research and prepare memoranda on trusts, estates, and tax matters.
• Assist with estate and trust administration, including fiduciary guidance and beneficiary communications.

Skills

Analytical skills

Drafting skills

Organizational skills

Communication skills

Collaboration

Education

J.D. required

LL.M. in Taxation preferred

Job description

Job Overview

A law firm seeks a Trusts and Estates Associate Attorney with 3 to 5 years of experience to join their Philadelphia, PA office. The candidate will work on sophisticated planning matters for high-net-worth individuals, families, and business owners.

Duties

• Advise high-net-worth individuals, families, and business owners on estate planning and wealth transfer strategies.
• Draft and revise estate planning documents, including trusts, wills, and powers of attorney.
• Support business succession planning for closely held business owners.
• Analyze estate, gift, and income tax issues and implement tax-efficient strategies.
• Collaborate with corporate attorneys on business ownership and restructuring matters.
• Work with clients, accountants, and financial advisors to implement planning recommendations.
• Conduct legal research and prepare memoranda on trusts, estates, and tax matters.
• Assist with estate and trust administration, including fiduciary guidance and beneficiary communications.

Requirements

• 3 to 5 years of experience in trusts and estates, estate planning, or related tax planning.
• Working knowledge of federal estate, gift, and income tax principles.
• Experience drafting estate planning documents.
• Strong analytical, drafting, organizational, and communication skills.
• Ability to manage assignments independently and collaboratively.

Education

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

Certifications

• Pennsylvania Bar admission.

Skills

• Strong analytical and drafting skills.
• Excellent organizational and communication abilities.
• Ability to work collaboratively with partners and senior attorneys.

Benefits

• Opportunity to work on sophisticated estate planning and tax matters.
• Develop strong client relationships and technical expertise.
• Collaborative and growing practice environment.