Trusts And Estates Attorney Jobs in Philadelphia

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Trusts And Estates Attorney Jobs in Philadelphia - Related Job Titles

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

Job Title: 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 specific family needs and go beyond standard templates. - Navigate and address issues related to state and federal income, gift, estate, and generat

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

Job Title: Orphans' Court Litigation Attorney Job Responsibilities: - Represent clients in Orphans’ Court proceedings, which involve estate disputes, guardianships, and 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 thorough...

Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a 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 1 views Experience : Min 8 yrs required

Job Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement advanced estate plans for clients with taxable estates exceeding $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

Full-time 1 views Experience : Min 8 yrs required

Job 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 estate, gift, and generation-skipping transfer (GST) tax strategy, focusing on multi-generational wealth transfer and dynasty trust structures. - Oversee trust and esta

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

Job Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for 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 analyses and plans. - Makes generally accepted recommenda

Full-time 2 views Experience : Min 6 yrs required

Job 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 closely held businesses. The Associate will collaborate with attorneys across various offices and contribute to a growing, team-oriented practice with a stro

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

Job Title: Trusts & Estates Attorney Job Responsibilities: - Advise high-net-worth individuals, families, and business owners on advanced 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

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

Job 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 relationships. - Conduct and review research as necessary, developing tax, estate, and financial analyses and plans. - Make generally accepted recommendations to the tea

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

Job Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, 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

Full-time 1 views

Job Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in

Full-time 2 views Experience : Min 1 yrs required

Job 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 families through aging and disability. - Provide exceptional legal services that go beyond just drafting excellent lega

Full-time 4 views Experience : 2-5 yrs required

Job Title: Trusts and Estates Attorney Job Responsibilities: - Serve as a strategic advocate for clients, confidently guiding them through estate planning, probate, and estate administration. - Exhibit professionalism, empathy, and the ability to guide clients through sensitive and emotional matters. - Provide solutions-oriented advice to clients on estate planning, probate, trust administration, and asset protection strategies. - Collaborate effectively with attorneys, para

Full-time 56 views Experience : 1-3 yrs required

Job Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time Salary: $90,000 - $105,000 per year **Members Only,** is seeking an experienced Estate & Elder Law Associate Attorney to join our team in Blue Bell, PA. Our boutique estate planning and elder law firm has been serving clients in

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

Job OverviewA 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. The successful candidate will collaborate with partners to address intricate family dynamics and lead client and implement complex documents like R

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