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Trusts & Estates Associate

External
sterlingtonpllc logoSterlingtonpllc · Philadelphia, PA
Full-timeOn-site3d ago
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Responsibilities

  • Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients
  • Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations
  • Assist with trust and estate administration; probate, fiduciary accounting, beneficiary communications, and post-mortem planning
  • Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues
  • Support business succession planning matters, including entity structure analysis and buy-sell agreement review
  • Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams

Requirements

  • Three pillars. Equal weight. All three required.
  • FOUNDATION
  • TECHNICAL & TAX ACUITY
  • CLIENT PRESENCE
  • A NOTE ON TECHNOLOGY
  • Associates who use AI tools for research, document drafting, and tax analysis will find meaningful support here. We are investing in building a technology-forward private wealth practice. Curiosity about how AI can enhance estate planning work is welcomed.

Benefits

Compensation at Sterlington is competitive and structured around the quality of the person and the context they bring. We take both seriously. Full-time employees are eligible for Medical, Dental, Vision, and 401(k).Sterlington uses E-Verify to confirm employees' work authorization.At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to applyHealth insuranceDental insuranceVision insurance401(k)

Additional Information

Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. Among other strengths, Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses. Learn more at: www.sterlingtonlaw.com THE PRACTICE Sterlington's Private Wealth group advises the kind of clients most T&E lawyers spend a career trying to reach: founders at the peak of their business, executives navigating complex compensation and liquidity events, and multigenerational families managing significant inherited wealth. The work is sophisticated, the clients are consequential, and the team is deliberately small. As an Associate on this team, you will work directly with senior practitioners on real matters; not spend years on drafting assignments before you see a client. The practice is built around one belief: the best way to develop a great private wealth lawyer is to give them great private wealth work.

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