What are the responsibilities and job description for the Estate Planning Associate position at Interlink Talent Solutions?
Our client is seeking an experienced Estate Planning Associate to join their growing Estates & Trusts Practice Group in Philadelphia. This is an exceptional opportunity for a motivated attorney with 7–10 years of experience to work with high-net-worth individuals, families, fiduciaries, and business owners on complex planning, administration, and wealth-transfer matters. Their team develops sophisticated domestic and international strategies to protect assets, minimize tax exposure, and achieve clients’ personal, business, and philanthropic goals.
Responsibilities:
- Advise clients on all aspects of estate and trust planning, wealth preservation, and asset protection.
- Draft a wide range of estate planning documents, including wills, powers of attorney, healthcare directives, and trusts.
- Develop and implement sophisticated strategies that address tax minimisation, generational wealth transfer, and charitable giving.
- Counsel clients on family foundations, special needs planning, and long-term care considerations.
- Collaborate with fiduciaries, financial advisors, and other professionals on administration and dispute-resolution matters.
- Manage complex family structures and unique assets, including business interests and art collections.
- Support clients with both domestic and international estate planning needs.
Qualifications:
- J.D. from an accredited law school; LL.M. in Taxation strongly preferred.
- 7–10 years of estate planning experience, with a strong background in high-net-worth planning.
- Demonstrated expertise in drafting sophisticated estate planning instruments and advising on advanced planning strategies.
- Strong knowledge of federal and state tax laws relevant to estate planning.
- Ability to manage client relationships with professionalism, discretion, and a high level of responsiveness.
- Commitment to high-quality work and collaborative teamwork.
Benefits:
- Competitive compensation and comprehensive benefits package.
- Opportunities for professional growth within a respected, client-focused practice.
- Supportive, collegial environment that encourages innovation and collaboration.
- Access to complex and meaningful client work involving high-net-worth and multijurisdictional matters.
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (louis@interlinkrecruitment.com) or you can hit apply now.
Salary : $200,000 - $400,000