Mid-level Trusts & Estates Associate â Ultra High Net Worth Practice
Mid-level Trusts & Estates Associate â Ultra High Net Worth Practice
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Salary Not Disclosed
1 Vacancy
Job Description
Sterlington PLLC is a full service law firm focusing on complex corporate litigation executive compensation and private wealth matters. We focus on the economic and legal aspects of our matters.
Among other strengths Sterlington is the ultimate law firm for private capital family offices founders and senior executives as well as their related businesses.
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Position Summary
We are seeking an experienced mid-level Trusts & Estates Associate to join our elite Private Wealth team. This role focuses on advising ultra-high net worth individuals and familiesincluding entrepreneurs executives family offices and legacy wealth holderson complex estate planning wealth transfer strategies and sophisticated estate and gift tax mitigation.
This role offers the opportunity to work with some of the most sophisticated UHNW clients in the country advising complex estate planning wealth transfer strategies and tax-efficient structuring.
Key Responsibilities
- Advise UHNW individuals families and family offices on estate gift and generation-skipping transfer tax matters
- Draft and review sophisticated estate planning documents including 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 impacting private clients and wealth planning
Experience and Qualifications
- 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)
- 36 years of relevant experience in trusts & estates tax planning or private client services
- Strong drafting skills and deep knowledge of estate/gift tax code and regulations
- Experience working with UHNW clients and complex asset structures
- Exceptional judgment discretion and client service orientation
- High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
- Experience advising family offices business owners and multigenerational wealth structures
Sterlington uses E-Verify to confirm employees work authorization.
Required Experience:
Manager
Employment Type
Full Time
