Estate Planning Associate

Our client is seeking an experienced Estate Planning Associate to join their growing Estates & Trusts Practice Group in Philadelphia. This is an exceptional opportunity for a motivated attorney with 7–10 years of experience to work with high-net-worth individuals, families, fiduciaries, and business owners on complex planning, administration, and wealth-transfer matters. Their team develops sophisticated domestic and international strategies to protect assets, minimize tax exposure, and achieve clients’ personal, business, and philanthropic goals.

Responsibilities:

• Advise clients on all aspects of estate and trust planning, wealth preservation, and asset protection.
• Draft a wide range of estate planning documents, including wills, powers of attorney, healthcare directives, and trusts.
• Develop and implement sophisticated strategies that address tax minimisation, generational wealth transfer, and charitable giving.
• Counsel clients on family foundations, special needs planning, and long-term care considerations.
• Collaborate with fiduciaries, financial advisors, and other professionals on administration and dispute-resolution matters.
• Manage complex family structures and unique assets, including business interests and art collections.
• Support clients with both domestic and international estate planning needs.

Qualifications:

• J.D. from an accredited law school; LL.M. in Taxation strongly preferred.
• 7–10 years of estate planning experience, with a strong background in high-net-worth planning.
• Demonstrated expertise in drafting sophisticated estate planning instruments and advising on advanced planning strategies.
• Strong knowledge of federal and state tax laws relevant to estate planning.
• Ability to manage client relationships with professionalism, discretion, and a high level of responsiveness.
• Commitment to high-quality work and collaborative teamwork.

Benefits:

• Competitive compensation and comprehensive benefits package.
• Opportunities for professional growth within a respected, client-focused practice.
• Supportive, collegial environment that encourages innovation and collaboration.
• Access to complex and meaningful client work involving high-net-worth and multijurisdictional matters.

How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (l) or you can hit apply now.