Sterlingtonpllc
Trusts & Estates Counsel
United States. Posted 4 months ago
The role
You will design and implement advanced estate plans for clients with taxable estates exceeding $75M. You will advise on tax strategy, oversee trust and estate administration, and counsel on business succession planning.
What you will do
- Design and implement advanced estate plans for clients with taxable estates exceeding $75M
- Advise on estate, gift, and generation-skipping transfer (GST) tax strategy
- Oversee trust and estate administration
- Counsel on business succession planning
- Coordinate with family offices, investment advisors, accountants, and fiduciaries
- Manage sensitive, multi-party family dynamics
Required qualifications
- J.D. from a top-tier law school
- Active membership in a U.S. state bar
- Minimum eight years of experience in trusts and estates law, with a focus on UHNW clients
- Mastery of federal estate, gift, and GST tax laws
- Familiarity with state-level nuances and fiduciary income taxation
- Proven track record of handling planning and administration matters for clients with net worths exceeding $75M
- Experience advising family offices, business owners and multigenerational wealth structures
Nice to have
- LL.M. in Taxation or Estate Planning
- Active membership in a U.S. state bar (PA, FL, NY, CA, TX, IL, or DC)
Benefits
- Medical
- Dental
- Vision
- 401(k)
Before you apply
- Sterlington uses E-Verify to confirm employees' work authorization
About the company
Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. The firm is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.