Philadelphia Family Wealth Associate Jobs in Law Firm

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Philadelphia Family Wealth Associate Jobs in Law Firm - Related Job Titles

United States
Full-time 12 views Experience : Min 7 yrs required

Title: Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft... Trusts (QPRTs). These documents should be tailored to meet specific family needs and go beyond... standard templates. - Navigate and address issues related to state and federal income, gift, estate, and generat...

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Full-time 1 views Experience : Min 8 yrs required

$75M, including various trusts and private foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer and dynasty trust... structures. - Oversee trust and estate administration, which includes probate, fiduciary compliance, post-mortem tax planning, and...

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Full-time 1 views Experience : Min 8 yrs required

various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategy, focusing on multi-generational wealth transfer and dynasty trust... structures. - Oversee trust and esta...

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Full-time 2 views Experience : Min 6 yrs required

Job Title Private Client Associate Job Responsibilities The Private... Client Associate will be responsible for... families, fiduciaries, and closely held businesses. The Associate will collaborate with attorneys... across various offices and contribute to a growing, team-oriented practice with a stro...

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Full-time 2 views Experience : 7-10 yrs required

on advanced estate planning, wealth transfer strategies, and trust... 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...

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Full-time 2 views Experience : 3-8 yrs required

Job Title: Investment Management Associate Job Responsibilities: The Investment Management Associate... will join a nationally... recognized investment management practice at the law firm. The role involves advising sophisticated institutional investors, private funds, and and transactional matters. The Associate will collaborate with a......

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Full-time 2 views Experience : Min 1 yrs required

Title: Attorney Job Responsibilities: - Handle sophisticated estate planning, elder law, Medicaid planning, special needs planning, guardianships, estate and trust administration, and long-term care planning. - Collaborate with elder care coordinators, social workers, public benefits specialists, paralegals, and experienced legal professionals to assist...

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