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About the role
<p>Trusts & Estates Counsel – Ultra High Net Worth Practice<br>Location: Philadelphia (Hybrid)<br>Practice Group: Private Wealth, Family Offices and Exempt Organizations</p>
<p><strong>ABOUT US</strong></p>
<p>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.<br><br>Among other strengths, Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.</p>
<p>Learn more at: <a id="menur2j0" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://www.sterlingtonlaw.com/" target="_blank">www.sterlingtonlaw.com/</a></p>
<p><strong>PRACTICE</strong></p>
<p><span data-contrast="auto">Sterlington’s Private Wealth group is led by Daniel Cooper, a seasoned private wealth practitioner who built this practice around a straightforward conviction: the most consequential moments in a family’s financial life deserve the most capable counsel.</span><span data-ccp-props="{"335559738":0,"335559739":160}"> </span></p>
<p><span data-contrast="auto">The practice serves founders at liquidity, executives navigating complex compensation structures, multigenerational families managing legacy assets, and UHNW individuals whose estates demand sophisticated planning across tax, trust law, and family governance. We operate at the intersection of law and wealth strategy; organized around what our clients keep, not just what we document.</span><span data-ccp-props="{"335559738":0,"335559739":160}"> </span></p>
<p><strong><span class="TextRun SCXW185513168 BCX8" data-contrast="none"><span class="NormalTextRun SCXW185513168 BCX8">WHAT YOU’LL DO</span></span><span class="EOP Selected SCXW185513168 BCX8" data-ccp-props="{"335559738":0,"335559739":0}"> </span></strong></p>
<p><span data-contrast="auto">Your work will span the full arc of complex private wealth practice:</span><span data-ccp-props="{"335559738":0,"335559739":160}"> </span></p>
<ul>
<li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Design and implement advanced estate plans for clients with taxable estates exceeding $75M — including GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations</span></li>
<li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Advise on estate, gift, and generation-skipping transfer (GST) tax strategy, including multi-generational wealth transfer and dynasty trust structures</li>
<li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Oversee trust and estate administration — probate, fiduciary compliance, post-mortem tax planning, and decanting</li>
<li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Counsel on business succession planning: transfer of closely held entities, buy-sell agreements, recapitalizations, and GRAT/installment sale strategies </li>
<li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Coordinate with family offices, investment advisors, accountants, and fiduciaries to deliver integrated, seamless counsel</li>
<li data-leveltext="•" data-font="" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"•","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Manage sensitive, multi-party family dynamics with the discretion and emotional intelligence these relationships require <strong> </strong></li>
</ul>
<p><strong>EXPERIENCE</strong></p>
<ul>
<li>J.D. from a top-tier law school; LL.M. in Taxation or Estate Planning strongly preferred</li>
<li>Active membership in a U.S. state bar (FL, NY, CA, TX, IL, or DC preferred)</li>
<li>Minimum eight years of experience in trusts and estates law, with a focus on UHNW clients</li>
<li>Mastery of federal estate, gift, and GST tax laws; familiarity with state-level nuances and fiduciary income taxation</li>
<li>Proven track record of handling planning and administration matters for clients with net worths exceeding $75M+</li>
<li>Experience advising family offices, business owners and multigenerational wealth structures</li>
</ul>
<p><strong>COMPENSATION</strong></p>
<p><span class="TextRun SCXW82854116 BCX8" data-contrast="auto"><span class="NormalTextRun SCXW82854116 BCX8">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><span class="EOP Selected SCXW82854116 BCX8" data-ccp-props="{"335559738":0,"335559739":200}"> </span></p>
<p><strong>Sterlington uses E-Verify to confirm employees' work authorization.</strong></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>
Perks & benefits
- 401k
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