Trusts & Estates Counsel or Partner Level

Offit Kurman•Philadelphia, PA

About The Position

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.

Requirements

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

Nice To Haves

LL.M. in Taxation strongly preferred

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