Estate and Trust Attorney
2 weeks ago
Job Title: Estate and Trust Attorney (LLM in Taxation)
Location: Philadelphia, PA (In-Office Position)
Overview:
A premier RIA/multi-family office is seeking an experienced Estate and Trust Attorney with an LLM in Taxation to join their Philadelphia office. The ideal candidate will have a strong background in estate and trust work, acquired in a law firm, RIA, family office, multi-family office, or wealth management setting.
Responsibilities:
Advise high-net-worth clients on wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer, and business succession.
Collaborate closely with clients and their external legal counsel.
Draft and manage estate planning documents, including wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, and LLC operating agreements.
Conduct client meetings to review estate planning strategies and oversee document execution.
Research and draft memoranda on tax-related issues.
Requirements:
Bachelor's degree required.
JD and LLM in Taxation.
3-5 years of experience in estates and trusts.
Experience and confidence working with high-net-worth clients.
Familiarity with federal tax law.
Ability to work in the Philadelphia office (not a remote role).
Detail-oriented, organized, and possesses strong interpersonal skills.
Team-oriented.
Willing to provide professional references and comply with background check and drug testing requirements, in accordance with local laws and regulations.
About the Firm:
This multi-family office provides highly personalized family wealth management services, offering customized and integrated financial solutions. The firm rejects mass-market services, model portfolios, and automated help desks, focusing instead on individualized attention, transparency, and tailored responses for each client's unique needs. Offices are located in Philadelphia, PA, and Palm Beach Gardens, FL.
Equal Opportunity Statement:
The firm is committed to a diverse and inclusive workplace and is an equal opportunity employer, prohibiting discrimination based on race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state, or local law.
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