Mid-level Trusts & Estates Associate Jobs

Mid-level Trusts & Estates Associate

Sterlington

Location:
United States

Category:
Legal

Contract Type:
Not provided

Salary:

Not provided

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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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