Trusts & Estates Counsel or Partner Level

Offit Kurman

Philadelphia, PA

JOB DETAILS
SALARY
$200,000–$225,000
SKILLS
Accounting, Analysis Skills, Attorney, Business Plan, Communication Skills, Corporate Tax, Customer Relations, Develop and Maintain Customers, Estate Planning, Event Management, Federal Laws and Regulations, Federal Tax, High Net Worth, Income Tax, Liquidity, Mergers and Acquisitions, Post-Sales, Pre-Sales, Sales, Succession Planning, Tax Planning, Tax Regulations
LOCATION
Philadelphia, PA
POSTED
25 days ago

Trusts & Estates Attorney – Counsel or Partner Level

Philadelphia, PA

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.

About the Company

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Offit Kurman