Associate – Ultra High Net Worth Practice
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Learn more at:
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
Full-time employees are eligible for enrollment in our Medical Dental and Vision insurance plans as well as our 401(k)-retirement program.
Sterlington uses E-Verify to confirm employees work authorization.
Required Experience:
IC
Key Skills
- Network security
- Active Directory
- VMware
- Access Points
- LAN
- Routers
- Windows
- Infrastructure
- Internet
- VPN
- Troubleshoot
- Setup
- hardware
- Technical Support
About Company
Sterlington is an international virtual law firm with leading capabilities in sophisticated transactional and litigation work and legal contract outsourcing.
