Trusts Estates Counsel or Partner Level

Offit Kurman; Philadelphia (Philadelphia County); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Collegial, team-oriented environment

Job summary

A law firm in Philadelphia is seeking an experienced Trusts & Estates Attorney at Counsel or Partner Level. The ideal candidate will possess 7–10 years of experience in estate planning and federal tax law, including knowledge of tax-efficient strategies and strong drafting skills. Join a collaborative team that values contributions and provides competitive compensation and benefits.

Qualifications

• 7–10 years of experience in estate planning and federal tax law.
• Experience with M&A or closely held business matters is preferred.
• Familiarity with corporate and partnership tax issues related to business sales.

Responsibilities

• Advise clients on advanced estate planning and trust administration.
• Develop tax-efficient estate and business succession plans.
• Draft and review complex estate planning documents.

Skills

Strong command of federal income, estate, and gift tax rules

Excellent drafting skills

Analytical skills

Communication skills

Ability to manage multiple complex matters

Education

J.D.

LL.M. in Taxation

Pennsylvania Bar admission

Job description

Trusts & Estates Attorney – Counsel or Partner Level

Philadelphia, PA

We are seeking an experienced Trusts & Estates attorney with strong tax and transactional experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have deep knowledge of estate, gift, and generation-skipping transfer tax planning, as well as familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

Qualifications:

• J.D. required; LL.M. in Taxation strongly preferred
• Pennsylvania Bar admission
• 7–10 years of experience in estate planning and federal tax law, including exposure to M&A or closely held business matters
• Strong command of federal income, estate, and gift tax rules
• Excellent drafting, analytical, and communication skills
• Ability to independently manage multiple complex matters

Key Responsibilities:

• Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration
• Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures
• Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations
• Counsel clients on integrating estate and income tax planning with liquidity events, including pre- and post-sale planning
• Draft and review complex estate planning documents (trusts, wills, operating agreements, etc.)
• Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions

Why Offit Kurman?

• Offit Kurman offers a unique platform for entrepreneurial attorneys looking to grow their practice. We provide competitive compensation, a comprehensive benefits package, and a collegial, team-oriented environment where your contributions are valued.