Philadelphia, PA1 day ago
Day-to-day, this means drafting complex trust instruments, advising on estate and gift tax exposure, structuring business succession plans, and working directly with clients whose estates are above the federal exemption threshold — often well above. Complex, high-caliber work — taxable estates starting at $30M, with the planning problems that come with them (dynasty trusts, GRATs, QPRTs, family LPs, charitable structures, international overlays).