UHNW Private Wealth Trusts Counsel

Sterlington; Philadelphia (Philadelphia County); Ibrido; USD 180.000 - 300.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Dental

Vision

401(k)

Descrizione del lavoro

Sterlington PLLC is seeking an experienced Trusts & Estates strategist for its Private Wealth Practice in Philadelphia. The attorney will craft sophisticated estate plans for ultra-high-net-worth families, coordinate complex tax strategies, and guide trust administration with a team of specialists.

Ideal candidates hold a J.D. from a top-tier school, have 8+ years in trusts and estates, and active bar admission in PA or similar jurisdictions.

Competenze

• 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 (PA, NY, CA, TX, IL, DC preferred).
• Minimum eight years of trusts and estates experience, UHNW focus.

Mansioni

• Design advanced estate plans for clients with substantial estates (e.g., >$75M).
• Advise on estate, gift, GST tax strategies for multi-generational wealth.
• Oversee trust and estate administration, probate, fiduciary compliance.
• Counsel on business succession planning including buy-sell and GRATs.
• Coordinate with family offices, accountants, and fiduciaries to deliver integrated counsel.
• Manage sensitive family dynamics with discretion.

Conoscenze

Estate planning

Tax planning

Client counseling

Fiduciary compliance

Formazione

J.D. from a top-tier law school

LL.M. in Taxation or Estate Planning preferred

Descrizione del lavoro

Sterlington PLLC is seeking an experienced Trusts & Estates strategist for its Private Wealth Practice in Philadelphia. The attorney will craft sophisticated estate plans for ultra-high-net-worth families, coordinate complex tax strategies, and guide trust administration with a team of specialists.

Ideal candidates hold a J.D. from a top-tier school, have 8+ years in trusts and estates, and active bar admission in PA or similar jurisdictions.