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Mid-level Trusts & Estates Associate

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Sterlington

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Location:
United States

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Category:
Legal

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Contract Type:
Not provided

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Salary:

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Job Description:

This role focuses on advising ultra-high net worth individuals and families—including entrepreneurs, executives, family offices, and legacy wealth holders—on 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.

Job Responsibility:

  • 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

Requirements:

  • 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)
  • 3–6 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

Nice to have:

  • LL.M. in Taxation
  • Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
  • Experience advising family offices, business owners and multigenerational wealth structures

Additional Information:

Job Posted:
December 12, 2025

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