Counsel / Principal – Estates & Trusts

Summary

Our client, a well-established law firm is seeking a Counsel or Principal-level attorney to join its Estates & Trusts practice in Philadelphia. The ideal candidate will have substantial experience in estate, gift, and generation-skipping transfer tax planning, along with a strong understanding of corporate and partnership tax matters. This attorney will work with individuals, families, business owners, and closely held businesses on sophisticated estate planning, tax, transactional, and succession-planning matters.

Responsibilities

• Advise clients on sophisticated estate, gift, and GST tax planning.
• Develop and implement estate and trust planning strategies for high-net-worth individuals and families.
• Advise on corporate and partnership tax issues related to business transactions and ownership structures.
• Provide tax and estate planning guidance in connection with business sales, restructurings, and succession planning.
• Structure transactions and business ownership arrangements with consideration of estate and tax implications.
• Work collaboratively with attorneys across transactional, corporate, tax, and other practice areas.
• Manage sophisticated client matters while developing and maintaining strong client relationships.
  
  

Qualifications

• 7-10 years of relevant legal experience in estate planning, trusts, taxation, or a closely related practice.
• Pennsylvania Bar admission required.
• Strong knowledge of estate, gift, and generation-skipping transfer (GST) taxation.
• Experience with corporate and partnership tax matters.
• Experience advising on tax issues involving business sales, restructurings, or succession planning.
• Experience representing high-net-worth individuals, families, business owners, or closely held businesses preferred.
• LL.M. in Taxation strongly preferred.
• Strong analytical, communication, drafting, and client-management skills.