Back to all jobs
Sterlington, PLLC logo

Trusts & Estates Associate

Sterlington, PLLC
Philadelphia14h ago
Seniority
Junior

About the role

<p><span data-contrast="auto">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&nbsp;economic&nbsp;as well as the legal aspects of our matters.</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:160}">&nbsp;</span></p> <p><span data-contrast="auto">Among other strengths, Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:160}">&nbsp;</span></p> <p><span data-contrast="auto">Learn more at: <a href="https://www.sterlingtonlaw.com">www.sterlingtonlaw.com</a></span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:200}">&nbsp;<br><br></span></p> <p><strong><span data-contrast="none">THE PRACTICE</span></strong><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}">&nbsp;</span></p> <p><span data-contrast="auto">Sterlington’s Private Wealth group&nbsp;advises&nbsp;the kind of clients most T&amp;E lawyers spend a career trying to&nbsp;reach:&nbsp;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.</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:160}">&nbsp;</span></p> <p><span data-contrast="auto">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.</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:200}">&nbsp;<br><br></span></p> <p><strong><span data-contrast="none">WHAT YOU’LL DO</span></strong><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}">&nbsp;</span></p> <ul> <li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;•&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients</span></li> <li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;•&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations</li> <li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;•&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Assist with trust and estate administration; probate, fiduciary accounting, beneficiary communications, and post-mortem planning</li> <li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;•&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues</li> <li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;•&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Support business succession planning matters, including entity structure analysis and buy-sell agreement review</li> <li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;•&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams<span data-ccp-props="{&quot;335559738&quot;:60,&quot;335559739&quot;:60}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="none">WHAT WE’RE LOOKING FOR</span></strong><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}">&nbsp;</span></p> <p><span data-contrast="auto">Three pillars. Equal&nbsp;weight. All three&nbsp;required.</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:160}">&nbsp;</span></p> <ol> <li><span data-contrast="none">&nbsp;FOUNDATION</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> <br></span>J.D. from a top-tier law school. 2–6 years of trusts and estates experience at an AmLaw 100 firm or a recognized private wealth boutique. You have drafted complex estate plans, you understand the federal transfer tax system, and you have real experience; not just exposure; to UHNW client matters. LL.M. in Taxation or Estate Planning is a meaningful differentiator.</li> <li>&nbsp;TECHNICAL &amp; TAX ACUITY<span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> <br></span>Estate planning at this level is fundamentally a tax practice. You are comfortable with IRC §2010, §2642, §2031, and the mechanics of grantor trust rules. You can spot a 280G issue when it surfaces in a succession context. You can hold a drafting conversation with a senior partner without needing the answer to every question; but you know when to ask.</li> <li>CLIENT PRESENCE<span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> <br></span>Private wealth clients are not transactional. They are long-term relationships (often spanning generations) and they are built on trust and discretion. You write clearly, you communicate well under pressure, and you understand that how you show up in a client meeting matters as much as the quality of the document you drafted the night before.<span data-ccp-props="{&quot;335559738&quot;:40,&quot;335559739&quot;:0}">&nbsp;</span></li> </ol> <p><span data-contrast="none">A NOTE ON TECHNOLOGY</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}"> <br></span><span data-contrast="none">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.&nbsp;</span></p> <p><strong><span data-contrast="none">COMPENSATION</span></strong><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:0}">&nbsp;</span></p> <p><span data-contrast="auto">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).</span><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:200}">&nbsp;<br><br>Sterlington uses E-Verify to confirm employees' work authorization.<br></span></p> <p>&nbsp;</p> <p><em><span data-teams="true">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 apply</span></em></p> <p><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:200}">&nbsp;</span></p> <p><span data-ccp-props="{&quot;335559738&quot;:0,&quot;335559739&quot;:200}">&nbsp;</span></p>

Perks & benefits

  • 401k

759,000+ hidden jobs like this

Sterlington, PLLC and thousands of companies post here first — often days before LinkedIn or Indeed. Your first 5 applications are free; go Pro to apply without limits.

Everything Pro unlocks:

  • Unlimited applications — free stops at 5
  • Track every application in one place
  • Apply straight to the source, one click
  • Save & organize roles you love
  • Roles pulled from company boards before the big sites

Weekly

$9.99
$4.99/week

For an active search. Cancel anytime.

Most popular

Monthly

$24.99
$12.99/month

The smart pick. Save 35% vs weekly.

Lifetime

$99
$49.99once

Pay once. Every future feature, forever.