Offit Kurman

Trusts & Estates Attorney/Associate (PHL)

Offit Kurman • $110K — $130K *
Philadelphia, PA 19120In-Person
Legal & Accounting
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • J.D. required; LL.M. in Taxation preferred but optional
  • Admitted to the Pennsylvania Bar
  • 3 to 5 years of experience in trusts and estates, estate planning, or related tax planning
  • Knowledge of federal estate, gift, and income tax principles
  • Experience in drafting estate planning documents such as trusts and wills
  • Strong analytical, drafting, organizational, and communication skills
  • Capacity to work independently while collaborating with senior attorneys

Responsibilities

  • Advise high-net-worth individuals and families on estate planning and wealth transfer
  • Draft and revise estate planning documents including trusts and wills
  • Support business succession planning for closely held businesses
  • Analyze tax issues and assist in implementing tax-efficient strategies
  • Collaborate with corporate attorneys on business ownership matters
  • Engage with clients and financial advisors to implement planning
  • Conduct legal research on trusts, estates, and tax matters
  • Assist with estate administration including fiduciary guidance

Benefits

  • Opportunity to work on sophisticated estate planning and tax matters
  • Develop strong client relationships
  • Enhance technical expertise within a collaborative environment
  • Join a growing practice focused on high-net-worth clientele
Full Job Description
Trusts & Estates Associate (3-5 Years)

Philadelphia, PA

We are seeking a Trusts & Estates Associate with 3 to 5 years of experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have experience in estate planning, trust and estate administration, and taxation, with an interest in working on sophisticated planning matters for high-net-worth individuals, families, and business owners. Exposure to closely held business planning, business succession planning, and related tax issues is preferred.

Qualifications:
  • J.D. required; LL.M. in Taxation preferred but not required
  • Pennsylvania Bar admission
  • 3 to 5 years of experience in trusts and estates, estate planning, estate and trust administration, or related tax planning
  • Working knowledge of federal estate, gift, and income tax principles
  • Experience drafting estate planning documents, including trusts, wills, powers of attorney, and related instruments
  • Strong analytical, drafting, organizational, and communication skills
  • Ability to manage assignments independently while working collaboratively with partners and senior attorneys

Key Responsibilities:
  • Assist in advising high-net-worth individuals, families, and business owners on estate planning, wealth transfer strategies, and trust and estate administration
  • Draft and revise a variety of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related agreements
  • Support business succession planning and estate planning for closely held business owners
  • Analyze estate, gift, generation-skipping transfer, and income tax issues and assist in implementing tax-efficient planning strategies
  • Collaborate with corporate and transactional attorneys on matters involving business ownership, restructuring, and liquidity events
  • Work closely with clients, accountants, financial advisors, and other professionals to implement planning recommendations
  • Conduct legal research and prepare memoranda regarding trusts, estates, and tax matters
  • Assist with estate and trust administration matters, including fiduciary guidance and beneficiary communications

This position offers the opportunity to work on sophisticated estate planning and tax matters while developing strong client relationships and technical expertise within a collaborative and growing practice.

About Offit Kurman

Offit Kurman is a law firm based in the United States. The firm provides legal services in various areas, including business law, commercial litigation, construction law, cybersecurity and data privacy, employment law, estate planning, family law, government contracting, intellectual property, mergers and acquisitions, real estate law, and tax law. Offit Kurman was founded in 1987 by Howard J. Offit and Maurice A. Offit. The firm has offices in Maryland, Virginia, Pennsylvania, New York, Delaware, New Jersey, and North Carolina.
Learn more about Offit Kurman
Size
225 employees
Industry
Legal & Accounting
Founded
1987
* Ladders Estimates

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