Senior Estates and Trusts Attorney Job in Philadelphia, PA Near Me - 326632 | BCGSearch.com

Senior Estates and Trusts Attorney

Type Full-Time

Location Pennsylvania - Philadelphia

Job ID UX4A326632

Experience Level Councel/Income Partner

Job Experience Min. 10 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2024-05-31 02:16:35

A law firm is seeking a Senior Estates and Trusts Attorney for their Philadelphia office. The successful candidate will be responsible for drafting and reviewing basic and sophisticated estate planning documents. Providing comprehensive legal counsel to high-net-worth clients. Demonstrating strong client relationship skills and leading in-person client meetings. Independently managing and first-chairing the drafting of complex estate planning documents.

 

Duties:

  • Drafting and reviewing estate planning documents such as irrevocable and revocable trusts, wills, SLATs, and GRATs.
  • Incorporating estate and income tax planning strategies into documents.
  • Providing legal counsel and addressing planning needs of high-net-worth clients.
  • Leading in-person client meetings and maintaining strong client relationships.

 

Requirements:

  • 10+ years of experience practicing trusts and estates law.
  • Licensed to practice law in Pennsylvania.

 

Education:

Juris Doctor (J.D.) degree from an accredited law school.

 

Certifications:

Pennsylvania Bar admission.

 

Skills:

  • Proficiency in drafting estate planning documents.
  • Strong understanding of estate and income tax planning strategies.
  • Excellent client relationship and communication skills.
  • Ability to independently manage complex estate planning matters.

Founded more than 15 years ago, this fast-growing law firm has its offices in the states of Maryland, Pennsylvania, Virginia, and Delaware. It is comprised of a significantly large group of skilled attorneys and handles a wide range of issues related to fifteen areas of practice, including business law, real estate law, trusts & estates law, litigation, and labor & employment law. The firm has earned rave reviews from prominent industry publications.

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