Trusts & Estates Associate — High‑Net‑Worth Planning

Offit Kurman; Philadelphia (Philadelphia County); On-site; USD 120,000 - 170,000; Full time

Job summary

Offit Kurman in Philadelphia, PA seeks a Trusts & Estates Associate with 3–5 years of experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will handle sophisticated planning for high‑net‑worth individuals, families, and business owners, including tax considerations. Responsibilities include drafting estate planning documents, advising on wealth transfer strategies, and collaborating with partners and senior attorneys.

A J.D. is required; LL.M.

Qualifications

• 3–5 years of experience in trusts and estates or related tax planning
• Experience drafting estate planning documents
• Strong writing and analytical ability
• PA Bar admission required

Responsibilities

• Advise high-net-worth individuals on estate planning and wealth transfer
• Draft revocable and irrevocable trusts, wills, and powers of attorney
• Support business succession planning for closely held owners
• Analyze estate, gift, GST, and income tax issues and implement tax-efficient strategies
• Collaborate with corporate and transactional attorneys on matters involving business ownership, restructuring, and liquidity events
• Work closely with clients and advisors to implement planning recommendations
• Conduct legal research and prepare memoranda on trusts, estates, and tax matters
• Assist with estate and trust administration matters including fiduciary guidance

Skills

Analytical skills

Drafting skills

Organizational skills

Communication skills

Education

J.D. degree

LL.M. in Taxation (preferred)

Job description

Offit Kurman in Philadelphia, PA seeks a Trusts & Estates Associate with 3–5 years of experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will handle sophisticated planning for high‑net‑worth individuals, families, and business owners, including tax considerations. Responsibilities include drafting estate planning documents, advising on wealth transfer strategies, and collaborating with partners and senior attorneys.

A J.D. is required; LL.M.