Trusts & Estates Counsel or Partner Level

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 such as trusts, wills, and operating agreements
• Maintain strong client relationships and coordinate with accountants, advisors, and other professionals

Requirements

• J.D. required
• Pennsylvania Bar admission
• 7–10 years of experience in estate planning and federal tax law
• 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

Preferred Qualifications

• LL.M. in Taxation

About the Company

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.