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.
Job description provided by Offit Kurman.
View the original posting
