Trusts & Estates Counsel – Ultra High Net Worth
Sterlington · États-Unis
Job description
About the role
Sterlington PLLC is seeking a mid‑level Trusts & Estates Counsel to join its elite Private Wealth team. The role focuses on advising ultra‑high net worth individuals, families, and family offices on sophisticated estate planning, wealth transfer, and tax mitigation strategies.
Key responsibilities
- Advise UHNW clients on estate, gift, and generation‑skipping transfer tax matters.
- Draft and review complex estate planning documents such as GRATs, IDGTs, SLATs, QTIPs, and charitable trusts.
- Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross‑border assets.
- Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions.
- Provide guidance on probate, trust administration, and fiduciary income tax issues.
- Stay current on federal and state tax developments affecting private clients.
Required profile
- J.D. from a top‑tier law school; LL.M. in Taxation preferred.
- Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred).
- 6+ years of experience in trusts & estates, tax planning, or private client services.
- Demonstrated experience working with UHNW clients and complex asset structures.
- Exceptional judgment, discretion, and client‑service orientation.
Required skills
What we offer
- Opportunity to work with some of the most sophisticated UHNW clients in the country.
- Collaborative environment with seasoned professionals in corporate, litigation, and private wealth practice.
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Published 5 hours ago
Expires 1 month from now
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Sterlington
États-Unis