Trusts and Estates Counsel or Partner

Profile

Job Overview

A law firm seeks an experienced Trusts and Estates attorney with strong tax and transactional experience to join their Philadelphia, PA practice. The ideal candidate will possess deep knowledge of estate, gift, and generation-skipping transfer tax planning, along with familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

Duties

• 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 to deliver comprehensive solutions.

Requirements

• 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.

Education

• J.D. required; LL.M. in Taxation strongly preferred.

Certifications

• Pennsylvania Bar admission.

Skills

• Strong analytical and communication skills.
• Proficiency in drafting complex legal documents.
• Ability to manage multiple complex matters independently.

Benefits

• Comprehensive benefits package.
• Collegial, team-oriented environment.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306