Trust & Estate Planning Attorney
1 month ago
Description: With bold growth in recent years, our Am Law client brings together 1,000 attorneys coast to coast. They offer the reach and resources of a national law firm combined with the personal touch and connections of a boutique firm. They are invested in ensuring our associates receive enriching experiences and collaborative opportunities that will propel them forward in their career development.
They have an opening in their Blue Bell, PA office for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal candidate will have three to six years of relevant experience.
Qualifications: Juris Doctorate (JD) required. Must be licensed to practice law in the Commonwealth of Pennsylvania.
Knowledge, Skills, & Abilities:
- Strong research, writing skills, and academic record.
- Experience in trusts and estate planning, administration and taxation (including for high net-worth individuals and sophisticated estates).
- Experience in research, analysis, drafting documents for the implementation of estate plans, as well as preparation and/or review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures.
- Experience planning for family-owned businesses and life insurance structures.
- LLM in Taxation would be helpful but not required.
Work Environment & Physical Demands:
- This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.
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