Trusts & Estates Counsel

Sterlington, PLLC; United States; Ibrido; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Descrizione del lavoro

Sterlington, PLLC is seeking a Trusts & Estates Counsel for its Ultra High Net Worth Practice in Philadelphia. This role requires developing sophisticated estate plans for clients with taxable estates over $75M, advising on tax strategies, and overseeing estate administration.

The ideal candidate will hold a J.D. from a top-tier law school, have a minimum of eight years of relevant experience, and demonstrate mastery of estate tax laws. Competitive compensation and benefits include Medical, Dental, Vision, and 401(k).

Competenze

• Minimum eight years of experience in trusts and estates law, focusing on UHNW clients.
• Active membership in a U.S. state bar; FL, NY, CA, TX, IL, or DC preferred.
• Mastery of federal estate, gift, and GST tax laws.

Mansioni

• Design and implement advanced estate plans for clients with taxable estates exceeding $75M.
• Advise on estate, gift, and generation-skipping transfer tax strategy.
• Oversee trust and estate administration and fiduciary compliance.

Conoscenze

Estate planning expertise

Tax law knowledge

Business succession planning

Client relationship management

Multi-generational planning

Formazione

J.D. from a top-tier law school

LL.M. in Taxation or Estate Planning

Descrizione del lavoro

Trusts & Estates Counsel – Ultra High Net Worth Practice

Location: Philadelphia (Hybrid) | Practice Group: Private Wealth, Family Offices and Exempt Organizations

About Us

Sterlington PLLC is a full‑service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.

The Private Wealth group is led by Daniel Cooper, a seasoned private wealth practitioner who built this practice around a straightforward conviction: the most consequential moments in a family’s financial life deserve the most capable counsel. The practice serves founders at liquidity, executives navigating complex compensation structures, multigenerational families managing legacy assets, and UHNW individuals whose estates demand sophisticated planning across tax, trust law, and family governance. We operate at the intersection of law and wealth strategy; organized around what our clients keep, not just what we document.

What You’ll Do

• Design and implement advanced estate plans for clients with taxable estates exceeding $75M—including GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations.
• Advise on estate, gift, and generation‑skipping transfer (GST) tax strategy, including multi‑generational wealth transfer and dynasty trust structures.
• Oversee trust and estate administration—probate, fiduciary compliance, post‑mortem tax planning, and decanting.
• Counsel on business succession planning: transfer of closely held entities, buy‑sell agreements, recapitalizations, and GRAT/installment sale strategies.
• Coordinate with family offices, investment advisors, accountants, and fiduciaries to deliver integrated, seamless counsel.
• Manage sensitive, multi‑party family dynamics with the discretion and emotional intelligence these relationships require.

Experience

• J.D. from a top‑tier law school; LL.M. in Taxation or Estate Planning strongly preferred.
• Active membership in a U.S. state bar; FL, NY, CA, TX, IL, or DC preferred.
• Minimum eight years of experience in trusts and estates law, with a focus on UHNW clients.
• Mastery of federal estate, gift, and GST tax laws; familiarity with state‑level nuances and fiduciary income taxation.
• Proven track record of handling planning and administration matters for clients with net worths exceeding $75M.
• Experience advising family offices, business owners and multigenerational wealth structures.

Compensation

Full‑time employees are eligible for Medical, Dental, Vision, and 401(k). Compensation is competitive and structured around the quality of the person and the context they bring.

EEO Statement

Sterlington uses E‑Verify to confirm employees' work authorization. At Sterlington, we believe that world‑class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.