What are the responsibilities and job description for the Trusts & Estates Counsel or Partner Level position at Default Portal?
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.
Salary : $200,000 - $225,000