About this role
We are seeking an
experienced Trusts & Estates attorney with strong tax and transactional
experience to join our Philadelphia Estates & Trusts practice. The ideal
candidate will have deep knowledge of estate, gift, and generation-skipping
transfer tax planning, as well as familiarity with corporate and partnership
tax issues related to business sales, restructurings, and succession planning.
Qualifications:
- J.D. required; LL.M. in
Taxation strongly preferred
- Pennsylvania Bar admission
- 7–10 years of experience in
estate planning and federal tax law, including 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
- Ability to independently manage
multiple complex matters
Key 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 on integrating
estate and income tax planning with liquidity events, including pre- and
post-sale planning
- Draft and review complex estate
planning documents (trusts, wills, operating agreements, etc.)
- Maintain strong client
relationships and coordinate with accountants, advisors, and other
professionals to deliver comprehensive solutions
Why Offit Kurman?
- Offit
Kurman offers a unique platform for entrepreneurial attorneys looking to
grow their practice. We provide competitive compensation, a comprehensive
benefits package, and a collegial, team-oriented environment where your
contributions are valued.