Senior Fiduciary Counsel Jobs in Philadelphia

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Senior Fiduciary Counsel Jobs in Philadelphia - Related Job Titles

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

Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft and... implement complex legal documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to meet...

Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Counsel - Trusts and... framework of legal compliance and risk management. - Responsible for managing the expense for outside counsel relationships, providing strategic direction... on when to leverage outside counsel. - Works with outside... counsel, combining th...

Full-time 8 views Experience : 1-3 yrs required

trust administration. - Provide legal counsel and strategic advice to... clients dealing with complex estate, trust, and guardianship issues. - Draft and review various legal documents, including petitions, motions, and briefs, to ensure they meet legal standards and support case objectives. - Conduct...

Full-time 1 views Experience : Min 8 yrs required

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement... 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...

Full-time 1 views Experience : Min 8 yrs required

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement... advanced estate plans for clients with taxable estates exceeding $75 million, including various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on...

Full-time 2 views Experience : Min 6 yrs required

Title Private Client Associate Job Responsibilities The Private Client Associate will be responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries, and...

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

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...

Full-time 1 views Experience : 3-5 yrs required

and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate... planning. - Utilize prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, G...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required

clients. - Collaborates with more senior planning resources on complex... matters and specific subject matters. - Partners in acquiring new clients and works to retain, expand, and deepen existing relationships. - Conducts and reviews research as needed and develops tax, estate, and financial...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Wealth Strategist III Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen existing client...

Full-time 15 views Experience : 3-5 yrs required

Title: Practice Innovation Attorney Job Responsibilities: The Practice Innovation Attorney is a key part of the Practice Innovation Team at a large law firm in the US. This role focuses on developing and implementing innovative technologies and processes to enhance the firm's...

Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Managing Counsel - Corporate... Governance Job Responsibilities: The Senior Managing Counsel - Corporate... Governance serves as a senior legal advisor and is... primarily responsible for supporting the company’s Board of Directors and governance framework. This role encompasses a broad...

Full-time 1 views Experience : 3-6 yrs required

significant stockholders on corporate law issues, including fiduciary duties, conflicts of interest,... and process design for complex transactions and other matters involving litigation risk. - Support special committee representations in conflict transactions, including going-private deals, management buyouts, and interested stockholder...

Posted On Aug 24, 26
Full-time 8 views Experience : 3-20 yrs required

law firm seeks a senior-level Trusts and Estates attorney... with over seven years of experience to join their practice in New Jersey or Pennsylvania. This role involves more than basic estate planning, focusing on complex tax mitigation and business succession....

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