Trusts and Estates Specialist

3 weeks ago


Philadelphia, Pennsylvania, United States Wegman Full time
Job Opportunity

We are seeking a highly skilled Trusts and Estates professional to join our team at Wegman. As a key member of our practice group, you will be responsible for providing expert advice and guidance to clients on a range of trusts and estates matters.

Key Responsibilities
  • Providing expert advice on Orphan's Court and Surrogate Court matters
  • Assisting with the administration of trusts and estates, including accountings and inheritance tax planning
  • Developing and implementing estate plans for clients, including wills, trusts, and powers of attorney
  • Collaborating with other professionals to provide comprehensive wealth management services to clients
Requirements
  • At least 8 years of experience in trusts and estates law
  • PA and NJ Bar admission
  • Strong knowledge of trusts and estates law, including Orphan's Court and Surrogate Court matters
  • Excellent communication and interpersonal skills

We offer a competitive compensation package and excellent benefits. If you are a motivated and experienced trusts and estates professional looking for a new challenge, please submit your application.



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