Trusts & Estates Associate — Wealth Planning Focus

Offit Kurman; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

Offit Kurman in Philadelphia, PA seeks a Trusts & Estates Associate with 3 to 5 years of experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have experience in estate planning, trust and estate administration, and taxation, with an interest in sophisticated planning for high-net-worth individuals, families, and business owners.

The position offers opportunities to work on tax-efficient planning, closely held business planning, and collaboration with partners

Qualifications

• J.D. required; LL.M. in Taxation preferred but not required
• Pennsylvania Bar admission
• 3 to 5 years of experience in trusts and estates, estate planning, estate and trust administration, or related tax planning
• Working knowledge of federal estate, gift, and income tax principles
• Experience drafting estate planning documents, including trusts, wills, powers of attorney, and related instruments
• Strong analytical, drafting, organizational, and communication skills
• Ability to manage assignments independently while working collaboratively with partners and senior attorneys

Responsibilities

• Assist in advising high-net-worth individuals, families, and business owners on estate planning, wealth transfer strategies, and trust and estate administration
• Draft and revise a variety of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related agreements
• Support business succession planning and estate planning for closely held business owners
• Analyze estate, gift, generation-skipping transfer, and income tax issues and assist in implementing tax-efficient planning strategies
• Collaborate with corporate and transactional attorneys on matters involving business ownership, restructuring, and liquidity events
• Work closely with clients, accountants, financial advisors, and other professionals to implement planning recommendations
• Conduct legal research and prepare memoranda regarding trusts, estates, and tax matters
• Assist with estate and trust administration matters, including fiduciary guidance and beneficiary communications

Skills

Estate planning

Trusts & estates

Taxation

Legal drafting

Communication

Education

J.D.

LL.M. in Taxation (preferred)

Job description

Offit Kurman in Philadelphia, PA seeks a Trusts & Estates Associate with 3 to 5 years of experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have experience in estate planning, trust and estate administration, and taxation, with an interest in sophisticated planning for high-net-worth individuals, families, and business owners.

The position offers opportunities to work on tax-efficient planning, closely held business planning, and collaboration with partners