Trusts & Estates Associate Job in Philadelphia, PA Near Me - 359412 | BCGSearch.com

Trusts & Estates Associate

Type Full-Time

Location Pennsylvania - Philadelphia

Job ID SQNH359412

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 8 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas ProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2025-01-12 23:20:50

Job Overview:
A well-established law firm is seeking a Trusts & Estates Associate with 3 to 8 years of experience in estate planning and estate administration. Some litigation experience is preferred. This role offers significant professional growth and client interaction opportunities. Candidates must be self-motivated, team-oriented, and possess outstanding academic and professional credentials.

Location: Philadelphia, PA 

Duties:

  • Advise clients on estate planning strategies and the preparation of wills, trusts, and other estate documents.
  • Assist with estate administration, including the management of probate proceedings, asset distribution, and tax filings.
  • Handle estate and trust litigation matters, including contested probate cases.
  • Work closely with senior attorneys on complex trusts and estates matters.
  • Build and maintain strong client relationships while ensuring high-quality service and advice.
  • Manage and organize case files, ensuring compliance with applicable laws and firm protocols.
  • Collaborate with other departments for comprehensive client support.

Requirements:

  • 3 to 8 years of experience in estate planning and administration.
  • Some experience in estate and trust litigation is preferred.
  • Self-motivated with the ability to work independently and as part of a team.
  • Strong interpersonal skills and client-focused approach.
  • Excellent legal research, writing, and communication skills.
  • Outstanding academic and professional credentials.
  • Admission to practice law in New York and/or Pennsylvania.

Education:

  • Juris Doctor (JD) degree from an accredited law school.

Certifications:

  • LLM in Taxation is strongly preferred.
  • Admission to the New York and/or Pennsylvania State Bar.

Skills:

  • Expertise in estate planning and administration.
  • Knowledge of estate and trust litigation.
  • Strong written and verbal communication skills.
  • Ability to manage multiple complex cases efficiently.
  • Strong organizational and analytical skills.
  • Client relationship management and business development abilities.

Benefits:

  • Comprehensive benefits package including medical, dental, and vision insurance.
  • Life, accident, and disability insurance.
  • 401(k) retirement plan and commuter benefits.
  • Well-being programs to support work-life balance.
  • Significant professional growth opportunities and client contact.

Providing a full range of legal and advocacy services across a broad spectrum of industries, this law firm has offices throughout the U.S. and Shanghai. The firm has extensive experience in advising Asia-based businesses with various business-related matters. Founded over seven decades ago, the firm offers innovative solutions to clients' needs through the knowledge and skills of the attorneys and professionals of diverse backgrounds. The firm provides strategic recruiting and mentoring, networking opportunities, career development, and advancement programs. Providing a flexible and supportive environment where everyone can do their best work, the firm rewards employees not only for professional achievements but also for personal contributions to teamwork environment and cooperation among their colleagues. The firm is active in supporting local communities and providing pro-bono service. The firm and attorneys have numerous recognitions and awards for significant industry knowledge and experience and contributions to communities.

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