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
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.