Trusts & Estates Counsel (Partner Level)

About the role

Offit Kurman is seeking an experienced Trusts & Estates attorney to join its Philadelphia practice. The role involves advising high‑net‑worth clients on complex estate, tax, and succession matters.

Key responsibilities

• Advise individuals, families, and business owners on advanced estate planning, wealth transfer, and trust administration.
• Develop tax‑efficient estate and business succession plans, including trusts, family partnerships, and charitable structures.
• Collaborate with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations.
• Integrate estate and income tax planning with liquidity events, providing pre‑ and post‑sale guidance.
• Draft and review complex estate planning documents such as trusts, wills, and operating agreements.

Required profile

• J.D. required; LL.M. in Taxation strongly preferred.
• Admission to the Pennsylvania Bar.
• 7–10 years of experience in estate planning and federal tax law, with exposure to M&A or closely held business matters.
• Strong command of federal income, estate, and gift tax rules.
• Excellent drafting, analytical, and communication skills.

Required skills

• Deep knowledge of estate, gift, and generation‑skipping transfer tax planning.
• Familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

What we offer

• Competitive compensation and a comprehensive benefits package.
• Collegial, team‑oriented environment that supports entrepreneurial growth.